SC
SO icon

Stolper & Co’s Southern Company SO Stock Holding History

Stolper & Co’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 		$2.64M Sell
27,617
-26,882
-49% -$2.53M 0.68% 44
2026
Q1 		$905K Buy
54,499
+28,750
+112% +$2.66M 0.26% 63
2025
Q4 		$2.25M Buy
25,749
+808
+3% +$73.8K 0.66% 45
2025
Q3 		$2.36M Buy
24,941
+470
+2% +$43.9K 0.72% 41
2025
Q2 		$2.25M Sell
24,471
-165
-0.7% -$14.8K 0.74% 40
2025
Q1 		$2.27M Buy
24,636
+126
+0.5% +$10.9K 0.74% 40
2024
Q4 		$2.02M Buy
24,510
+237
+1% +$20.8K 0.67% 44
2024
Q3 		$2.19M Sell
24,273
-444
-2% -$37.9K 0.72% 37
2024
Q2 		$1.92M Buy
24,717
+148
+0.6% +$11.2K 0.67% 43
2024
Q1 		$1.76M Buy
24,569
+52
+0.2% +$3.59K 0.64% 50
2023
Q4 		$1.72M Sell
24,517
-279
-1% -$19.2K 0.69% 43
2023
Q3 		$1.6M Buy
24,796
+467
+2% +$32.4K 0.7% 44
2023
Q2 		$1.71M Buy
24,329
+101
+0.4% +$7.24K 0.72% 43
2023
Q1 		$1.69M Buy
24,228
+407
+2% +$27.4K 0.72% 46
2022
Q4 		$1.7M Sell
23,821
-4,206
-15% -$281K 0.75% 42
2022
Q3 		$1.91M Buy
28,027
+1,565
+6% +$119K 0.94% 39
2022
Q2 		$1.89M Buy
26,462
+1,052
+4% +$77.2K 0.89% 43
2022
Q1 		$1.84M Buy
25,410
+991
+4% +$67.1K 0.78% 46
2021
Q4 		$1.68M Buy
24,419
+437
+2% +$27.9K 0.75% 43
2021
Q3 		$1.49M Buy
23,982
+569
+2% +$36.6K 0.71% 48
2021
Q2 		$1.42M Buy
23,413
+328
+1% +$21K 0.67% 46
2021
Q1 		$1.44M Buy
23,085
+95
+0.4% +$5.69K 0.74% 45
2020
Q4 		$1.41M Buy
22,990
+501
+2% +$30.1K 0.79% 44
2020
Q3 		$1.22M Sell
22,489
-2,282
-9% -$122K 0.79% 41
2020
Q2 		$1.28M Sell
24,771
-1,946
-7% -$108K 0.84% 42
2020
Q1 		$1.45M Buy
+26,717
New +$1.69M 1.04% 35

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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Stolper & Co's SO Position: Q2 2026 in Review

Stolper & Co reduced its Southern Company (SO) stake by 49% in Q2 2026, selling an estimated $2.53M and leaving 27,617 shares worth $2.64M. The position accounts for 0.68% of the portfolio, ranked #44.

Stolper & Co first reported a position in SO in Q1 2020 and has held it in 26 quarters since. 501 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Stolper & Co held 27,617 shares of Southern Company worth $2.64M as of Q2 2026.
  • Stolper & Co sold 26,882 Southern Company shares in Q2 2026, an estimated $2.53M.
  • Southern Company made up 0.68% of Stolper & Co's portfolio in Q2 2026, its #44 holding.
  • Stolper & Co first reported a position in Southern Company in Q1 2020 and has held it in 26 quarters since.
  • 501 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.