Sunbelt Securities’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 | $406K | Buy |
4,211
+660
| +19% | +$61.1K | 0.03% | 456 |
|
|
2025
Q4 | $310K | Sell |
3,551
-12
| -0.3% | -$1.1K | 0.02% | 526 |
|
|
2025
Q3 | $338K | Sell |
3,563
-2,063
| -37% | -$193K | 0.02% | 487 |
|
|
2025
Q2 | $463K | Buy |
5,626
+1,582
| +39% | +$142K | 0.04% | 365 |
|
|
2025
Q1 | $372K | Sell |
4,044
-1,582
| -28% | -$137K | 0.03% | 396 |
|
|
2024
Q4 | $463K | Buy |
5,626
+57
| +1% | +$5K | 0.04% | 366 |
|
|
2024
Q3 | $502K | Sell |
5,569
-233
| -4% | -$19.9K | 0.05% | 357 |
|
|
2024
Q2 | $450K | Sell |
5,802
-2,862
| -33% | -$217K | 0.05% | 359 |
|
|
2024
Q1 | $622K | Sell |
8,664
-175
| -2% | -$12.1K | 0.07% | 275 |
|
|
2023
Q4 | $620K | Sell |
8,839
-150
| -2% | -$10.3K | 0.08% | 261 |
|
|
2023
Q3 | $582K | Sell |
8,989
-1,341
| -13% | -$93.1K | 0.08% | 251 |
|
|
2023
Q2 | $726K | Sell |
10,330
-43
| -0.4% | -$3.08K | 0.1% | 210 |
|
|
2023
Q1 | $716K | Buy |
10,373
+403
| +4% | +$27.1K | 0.12% | 197 |
|
|
2022
Q4 | $712K | Sell |
9,970
-136
| -1% | -$9.09K | 0.14% | 180 |
|
|
2022
Q3 | $687K | Buy |
10,106
+6
| +0.1% | +$455 | 0.15% | 177 |
|
|
2022
Q2 | $720K | Buy |
10,100
+7
| +0.1% | +$514 | 0.15% | 173 |
|
|
2022
Q1 | $732K | Sell |
10,093
-989
| -9% | -$67K | 0.13% | 191 |
|
|
2021
Q4 | $752K | Sell |
11,082
-909
| -8% | -$58K | 0.12% | 196 |
|
|
2021
Q3 | $757K | Hold |
11,991
| – | – | 0.14% | 182 |
|
|
2021
Q2 | $757K | Sell |
11,991
-382
| -3% | -$24.4K | 0.14% | 182 |
|
|
2021
Q1 | $769K | Sell |
12,373
-1,566
| -11% | -$93.8K | 0.15% | 171 |
|
|
2020
Q4 | $856K | Buy |
13,939
+1,546
| +12% | +$92.9K | 0.18% | 142 |
|
|
2020
Q3 | $672K | Buy |
12,393
+502
| +4% | +$26.8K | 0.19% | 142 |
|
|
2020
Q2 | $617K | Sell |
11,891
-1,047
| -8% | -$58.2K | 0.21% | 129 |
|
|
2020
Q1 | $700K | Sell |
12,938
-68,304
| -84% | -$4.33M | 0.03% | 184 |
|
|
2019
Q4 | $5.17M | Buy |
81,242
+1,596
| +2% | +$98.9K | 0.54% | 35 |
|
|
2019
Q3 | $4.92M | Buy |
79,646
+70,083
| +733% | +$4.06M | 0.55% | 38 |
|
|
2019
Q2 | $529K | Buy |
9,563
+138
| +1% | +$7.39K | 0.23% | 127 |
|
|
2019
Q1 | $487K | Buy |
9,425
+269
| +3% | +$13.2K | 0.24% | 113 |
|
|
2018
Q4 | $402K | Buy |
9,156
+503
| +6% | +$22.9K | 0.23% | 114 |
|
|
2018
Q3 | $377K | Buy |
8,653
+278
| +3% | +$12.8K | 0.2% | 142 |
|
|
2018
Q2 | $388K | Buy |
+8,375
| New | +$375K | 0.23% | 127 |
|
|
2016
Q1 | – | Sell |
-4,377
| Closed | -$205K | – | 97 |
|
|
2015
Q4 | $205K | Buy |
+4,377
| New | +$198K | 0.29% | 83 |
|
|
2015
Q1 | – | Sell |
-4,366
| Closed | -$214K | – | 120 |
|
|
2014
Q4 | $214K | Buy |
+4,366
| New | +$206K | 0.28% | 86 |
|
Other funds holding SO
Sunbelt Securities's SO Position: Q1 2026 in Review
Sunbelt Securities increased its Southern Company (SO) stake by 19% in Q1 2026, buying an estimated $61.1K and bringing the position to 4,211 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #456.
Sunbelt Securities first reported a position in SO in Q4 2014 and has held it in 34 quarters since. The position peaked at $5.17M in Q4 2019. 2,360 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Sunbelt Securities held 4,211 shares of Southern Company worth $406K as of Q1 2026.
- Sunbelt Securities bought 660 Southern Company shares in Q1 2026, an estimated $61.1K.
- Southern Company made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #456 holding.
- Sunbelt Securities first reported a position in Southern Company in Q4 2014 and has held it in 34 quarters since.
- Sunbelt Securities's Southern Company position peaked at $5.17M in Q4 2019.
- 2,360 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.