Stokes Capital Advisors’s Southern Company SO Stock Holding History

Stokes Capital Advisors’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$687K	Buy	7,183 +389	+6%	+$36.6K	0.15%	71
2026 Q1	$656K	Hold	6,794	–	–	0.15%	64
2025 Q4	$592K	Hold	6,794	–	–	0.14%	63
2025 Q3	$644K	Hold	6,794	–	–	0.15%	60
2025 Q2	$624K	Hold	6,794	–	–	0.15%	59
2025 Q1	$625K	Hold	6,794	–	–	0.16%	61
2024 Q4	$559K	Hold	6,794	–	–	0.14%	61
2024 Q3	$613K	Hold	6,794	–	–	0.16%	59
2024 Q2	$527K	Hold	6,794	–	–	0.15%	61
2024 Q1	$487K	Sell	6,794 -125	-2%	-$8.63K	0.14%	60
2023 Q4	$485K	Buy	6,919 +70	+1%	+$4.81K	0.15%	63
2023 Q3	$443K	Hold	6,849	–	–	0.15%	66
2023 Q2	$481K	Hold	6,849	–	–	0.16%	66
2023 Q1	$477K	Hold	6,849	–	–	0.16%	69
2022 Q4	$489K	Buy	+6,849	New	+$458K	0.17%	71
2020 Q3	–	Sell	-6,710	Closed	-$348K	–	72
2020 Q2	$348K	Hold	6,710	–	–	0.18%	64
2020 Q1	$363K	Hold	6,710	–	–	0.22%	64
2019 Q4	$427K	Sell	6,710 -250	-4%	-$15.5K	0.22%	63
2019 Q3	$430K	Hold	6,960	–	–	0.23%	65
2019 Q2	$385K	Hold	6,960	–	–	0.22%	67
2019 Q1	$360K	Sell	6,960 -250	-3%	-$12.3K	0.22%	72
2018 Q4	$317K	Hold	7,210	–	–	0.22%	74
2018 Q3	$314K	Sell	7,210 -25	-0.3%	-$1.15K	0.19%	78
2018 Q2	$335K	Sell	7,235 -800	-10%	-$35.8K	0.22%	77
2018 Q1	$359K	Buy	8,035 +1,191	+17%	+$52.9K	0.24%	79
2017 Q4	$329K	Buy	+6,844	New	+$349K	0.22%	80

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stokes Capital Advisors's SO Position: Q2 2026 in Review

Stokes Capital Advisors increased its Southern Company (SO) stake by 5.7% in Q2 2026, buying an estimated $36.6K and bringing the position to 7,183 shares worth $687K. The position accounts for 0.15% of the portfolio, ranked #71.

Stokes Capital Advisors first reported a position in SO in Q4 2017 and has held it in 26 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Stokes Capital Advisors held 7,183 shares of Southern Company worth $687K as of Q2 2026.
Stokes Capital Advisors bought 389 Southern Company shares in Q2 2026, an estimated $36.6K.
Southern Company made up 0.15% of Stokes Capital Advisors's portfolio in Q2 2026, its #71 holding.
Stokes Capital Advisors first reported a position in Southern Company in Q4 2017 and has held it in 26 quarters since.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.