Stephens Inc’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
Q2 | $11.3M | Buy |
118,573
+227
| +0.2% | +$21.4K | 0.13% | 166 |
|
|
2026
Q1 | $11.4M | Sell |
118,346
-1,892
| -2% | -$175K | 0.14% | 153 |
|
|
2025
Q4 | $10.5M | Buy |
120,238
+1,446
| +1% | +$132K | 0.13% | 163 |
|
|
2025
Q3 | $11.3M | Buy |
118,792
+1,603
| +1% | +$150K | 0.14% | 150 |
|
|
2025
Q2 | $10.8M | Buy |
117,189
+342
| +0.3% | +$30.7K | 0.15% | 153 |
|
|
2025
Q1 | $10.7M | Sell |
116,847
-23,907
| -17% | -$2.07M | 0.16% | 143 |
|
|
2024
Q4 | $11.6M | Sell |
140,754
-118,666
| -46% | -$10.4M | 0.16% | 139 |
|
|
2024
Q3 | $23.4M | Buy |
259,420
+38,800
| +18% | +$3.31M | 0.33% | 71 |
|
|
2024
Q2 | $17.1M | Buy |
220,620
+3,366
| +2% | +$255K | 0.26% | 92 |
|
|
2024
Q1 | $15.6M | Buy |
217,254
+8,263
| +4% | +$570K | 0.24% | 101 |
|
|
2023
Q4 | $14.7M | Buy |
208,991
+46,918
| +29% | +$3.22M | 0.25% | 95 |
|
|
2023
Q3 | $10.5M | Buy |
162,073
+12,259
| +8% | +$851K | 0.2% | 121 |
|
|
2023
Q2 | $10.5M | Buy |
149,814
+4,793
| +3% | +$344K | 0.19% | 128 |
|
|
2023
Q1 | $10.1M | Buy |
145,021
+5,081
| +4% | +$342K | 0.19% | 124 |
|
|
2022
Q4 | $9.99M | Sell |
139,940
-12,616
| -8% | -$844K | 0.2% | 124 |
|
|
2022
Q3 | $10.4M | Buy |
152,556
+16,259
| +12% | +$1.23M | 0.22% | 105 |
|
|
2022
Q2 | $9.72M | Buy |
136,297
+6,366
| +5% | +$467K | 0.2% | 125 |
|
|
2022
Q1 | $9.42M | Buy |
129,931
+5,885
| +5% | +$399K | 0.15% | 150 |
|
|
2021
Q4 | $8.51M | Sell |
124,046
-11,273
| -8% | -$719K | 0.13% | 173 |
|
|
2021
Q3 | $8.39M | Sell |
135,319
-1,151
| -0.8% | -$74.1K | 0.13% | 168 |
|
|
2021
Q2 | $8.26M | Buy |
136,470
+4,719
| +4% | +$302K | 0.12% | 177 |
|
|
2021
Q1 | $8.19M | Sell |
131,751
-13,813
| -9% | -$827K | 0.13% | 159 |
|
|
2020
Q4 | $8.94M | Buy |
145,564
+10,238
| +8% | +$616K | 0.16% | 141 |
|
|
2020
Q3 | $7.34M | Buy |
135,326
+1
| +0% | +$53 | 0.14% | 145 |
|
|
2020
Q2 | $7.02M | Buy |
135,325
+8,378
| +7% | +$466K | 0.15% | 147 |
|
|
2020
Q1 | $6.87M | Sell |
126,947
-47,294
| -27% | -$3M | 0.18% | 128 |
|
|
2019
Q4 | $11.1M | Sell |
174,241
-11,652
| -6% | -$722K | 0.23% | 102 |
|
|
2019
Q3 | $11.5M | Sell |
185,893
-20,710
| -10% | -$1.2M | 0.25% | 96 |
|
|
2019
Q2 | $11.4M | Sell |
206,603
-887
| -0.4% | -$47.5K | 0.26% | 94 |
|
|
2019
Q1 | $10.7M | Buy |
207,490
+14,636
| +8% | +$717K | 0.25% | 94 |
|
|
2018
Q4 | $8.47M | Buy |
192,854
+1,480
| +0.8% | +$67.3K | 0.24% | 92 |
|
|
2018
Q3 | $8.34M | Buy |
191,374
+477
| +0.2% | +$22K | 0.21% | 110 |
|
|
2018
Q2 | $8.84M | Sell |
190,897
-37,262
| -16% | -$1.67M | 0.27% | 84 |
|
|
2018
Q1 | $10.2M | Buy |
228,159
+57,890
| +34% | +$2.57M | 0.38% | 60 |
|
|
2017
Q4 | $8.19M | Buy |
170,269
+3,956
| +2% | +$202K | 0.31% | 80 |
|
|
2017
Q3 | $8.17M | Buy |
166,313
+15,472
| +10% | +$750K | 0.3% | 71 |
|
|
2017
Q2 | $7.22M | Sell |
150,841
-74,003
| -33% | -$3.71M | 0.25% | 81 |
|
|
2017
Q1 | $11.2M | Buy |
224,844
+20,190
| +10% | +$998K | 0.41% | 47 |
|
|
2016
Q4 | $10.1M | Buy |
204,654
+22,323
| +12% | +$1.1M | 0.41% | 48 |
|
|
2016
Q3 | $9.35M | Buy |
182,331
+1,913
| +1% | +$101K | 0.41% | 47 |
|
|
2016
Q2 | $9.68M | Buy |
180,418
+17,837
| +11% | +$897K | 0.43% | 46 |
|
|
2016
Q1 | $8.41M | Buy |
162,581
+6,221
| +4% | +$303K | 0.41% | 44 |
|
|
2015
Q4 | $7.32M | Buy |
156,360
+8,402
| +6% | +$381K | 0.37% | 59 |
|
|
2015
Q3 | $6.61M | Sell |
147,958
-4,292
| -3% | -$188K | 0.34% | 57 |
|
|
2015
Q2 | $6.38M | Sell |
152,250
-6,173
| -4% | -$269K | 0.29% | 67 |
|
|
2015
Q1 | $7.01M | Buy |
158,423
+10,666
| +7% | +$507K | 0.32% | 63 |
|
|
2014
Q4 | $7.26M | Buy |
147,757
+7,881
| +6% | +$372K | 0.34% | 57 |
|
|
2014
Q3 | $6.11M | Buy |
139,876
+19,331
| +16% | +$849K | 0.3% | 61 |
|
|
2014
Q2 | $5.47M | Sell |
120,545
-2,493
| -2% | -$110K | 0.28% | 73 |
|
|
2014
Q1 | $5.41M | Buy |
123,038
+11,977
| +11% | +$502K | 0.29% | 59 |
|
|
2013
Q4 | $4.57M | Buy |
111,061
+7,050
| +7% | +$291K | 0.23% | 85 |
|
|
2013
Q3 | $4.28M | Sell |
104,011
-14,776
| -12% | -$636K | 0.23% | 79 |
|
|
2013
Q2 | $5.24M | Buy |
+118,787
| New | +$5.46M | 0.29% | 58 |
|
Other funds holding SO
Stephens Inc's SO Position: Q2 2026 in Review
Stephens Inc increased its Southern Company (SO) stake by 0.19% in Q2 2026, buying an estimated $21.4K and bringing the position to 118,573 shares worth $11.3M. The position accounts for 0.13% of the portfolio, ranked #166.
Stephens Inc first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $23.4M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Stephens Inc held 118,573 shares of Southern Company worth $11.3M as of Q2 2026.
- Stephens Inc bought 227 Southern Company shares in Q2 2026, an estimated $21.4K.
- Southern Company made up 0.13% of Stephens Inc's portfolio in Q2 2026, its #166 holding.
- Stephens Inc first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Stephens Inc's Southern Company position peaked at $23.4M in Q3 2024.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.