Snowden Capital Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.93M | Buy |
19,995
+178
| +0.9% | +$16.5K | 0.05% | 344 |
|
|
2025
Q4 | $1.73M | Buy |
19,817
+320
| +2% | +$29.2K | 0.04% | 369 |
|
|
2025
Q3 | $1.85M | Buy |
19,497
+1,504
| +8% | +$140K | 0.05% | 340 |
|
|
2025
Q2 | $1.65M | Buy |
17,993
+1,663
| +10% | +$149K | 0.05% | 360 |
|
|
2025
Q1 | $1.5M | Buy |
16,330
+678
| +4% | +$58.7K | 0.05% | 370 |
|
|
2024
Q4 | $1.29M | Sell |
15,652
-9,804
| -39% | -$860K | 0.04% | 421 |
|
|
2024
Q3 | $2.3M | Sell |
25,456
-2,179
| -8% | -$186K | 0.07% | 297 |
|
|
2024
Q2 | $2.14M | Sell |
27,635
-1,052
| -4% | -$79.7K | 0.06% | 308 |
|
|
2024
Q1 | $2.06M | Buy |
28,687
+1,106
| +4% | +$76.3K | 0.06% | 318 |
|
|
2023
Q4 | $1.93M | Sell |
27,581
-7
| -0% | -$481 | 0.07% | 290 |
|
|
2023
Q3 | $1.79M | Sell |
27,588
-2,683
| -9% | -$186K | 0.08% | 284 |
|
|
2023
Q2 | $2.13M | Sell |
30,271
-6,735
| -18% | -$483K | 0.08% | 277 |
|
|
2023
Q1 | $2.57M | Buy |
37,006
+1,496
| +4% | +$101K | 0.1% | 248 |
|
|
2022
Q4 | $2.54M | Buy |
35,510
+1,183
| +3% | +$79.1K | 0.11% | 236 |
|
|
2022
Q3 | $2.33M | Buy |
34,327
+1,335
| +4% | +$101K | 0.11% | 239 |
|
|
2022
Q2 | $2.35M | Buy |
32,992
+2,235
| +7% | +$164K | 0.11% | 227 |
|
|
2022
Q1 | $2.23M | Buy |
30,757
+16,250
| +112% | +$1.1M | 0.09% | 253 |
|
|
2021
Q4 | $994K | Sell |
14,507
-6,745
| -32% | -$430K | 0.05% | 339 |
|
|
2021
Q3 | $1.32M | Buy |
21,252
+88
| +0.4% | +$5.67K | 0.07% | 318 |
|
|
2021
Q2 | $1.28M | Buy |
21,164
+3,934
| +23% | +$252K | 0.06% | 331 |
|
|
2021
Q1 | $1.07M | Buy |
17,230
+3,341
| +24% | +$200K | 0.06% | 328 |
|
|
2020
Q4 | $853K | Buy |
13,889
+961
| +7% | +$57.8K | 0.06% | 328 |
|
|
2020
Q3 | $701K | Buy |
12,928
+99
| +0.8% | +$5.29K | 0.06% | 321 |
|
|
2020
Q2 | $665K | Sell |
12,829
-89
| -0.7% | -$4.95K | 0.06% | 317 |
|
|
2020
Q1 | $699K | Sell |
12,918
-2,624
| -17% | -$166K | 0.08% | 288 |
|
|
2019
Q4 | $990K | Buy |
15,542
+1,333
| +9% | +$82.6K | 0.09% | 279 |
|
|
2019
Q3 | $878K | Buy |
14,209
+7,110
| +100% | +$412K | 0.09% | 266 |
|
|
2019
Q2 | $392K | Buy |
7,099
+41
| +0.6% | +$2.19K | 0.04% | 372 |
|
|
2019
Q1 | $365K | Sell |
7,058
-496
| -7% | -$24.3K | 0.04% | 372 |
|
|
2018
Q4 | $332K | Buy |
7,554
+187
| +3% | +$8.5K | 0.04% | 362 |
|
|
2018
Q3 | $321K | Buy |
7,367
+2,011
| +38% | +$92.7K | 0.04% | 385 |
|
|
2018
Q2 | $248K | Buy |
5,356
+64
| +1% | +$2.86K | 0.03% | 391 |
|
|
2018
Q1 | $236K | Buy |
5,292
+934
| +21% | +$41.5K | 0.03% | 347 |
|
|
2017
Q4 | $210K | Buy |
+4,358
| New | +$222K | 0.03% | 382 |
|
Other funds holding SO
VCM
VPM
Snowden Capital Advisors's SO Position: Q1 2026 in Review
Snowden Capital Advisors increased its Southern Company (SO) stake by 0.9% in Q1 2026, buying an estimated $16.5K and bringing the position to 19,995 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #344.
Snowden Capital Advisors first reported a position in SO in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.57M in Q1 2023. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Snowden Capital Advisors held 19,995 shares of Southern Company worth $1.93M as of Q1 2026.
- Snowden Capital Advisors bought 178 Southern Company shares in Q1 2026, an estimated $16.5K.
- Southern Company made up 0.05% of Snowden Capital Advisors's portfolio in Q1 2026, its #344 holding.
- Snowden Capital Advisors first reported a position in Southern Company in Q4 2017 and has held it in 34 quarters since.
- Snowden Capital Advisors's Southern Company position peaked at $2.57M in Q1 2023.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.