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TCI Wealth Advisors’s Southern Company SO Stock Holding History

TCI Wealth 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 		$444K Buy
4,643
+230
+5% +$21.7K 0.02% 166
2026
Q1 		$426K Sell
4,413
-2
-0% -$185 0.02% 158
2025
Q4 		$385K Sell
4,415
-6
-0.1% -$548 0.02% 170
2025
Q3 		$419K Sell
4,421
-1,231
-22% -$115K 0.03% 163
2025
Q2 		$519K Buy
5,652
+1,220
+28% +$110K 0.04% 138
2025
Q1 		$408K Buy
4,432
+58
+1% +$5.02K 0.03% 146
2024
Q4 		$360K Sell
4,374
-5
-0.1% -$439 0.03% 155
2024
Q3 		$395K Sell
4,379
-1
-0% -$85 0.03% 154
2024
Q2 		$340K Sell
4,380
-112
-2% -$8.49K 0.03% 161
2024
Q1 		$322K Sell
4,492
-213
-5% -$14.7K 0.03% 160
2023
Q4 		$330K Sell
4,705
-3
-0.1% -$206 0.04% 151
2023
Q3 		$305K Sell
4,708
-111
-2% -$7.7K 0.04% 151
2023
Q2 		$339K Buy
4,819
+1
+0% +$72 0.04% 138
2023
Q1 		$335K Buy
4,818
+1
+0% +$67 0.04% 138
2022
Q4 		$344K Sell
4,817
-31
-0.6% -$2.07K 0.05% 131
2022
Q3 		$330K Sell
4,848
-534
-10% -$40.5K 0.05% 121
2022
Q2 		$384K Buy
5,382
+107
+2% +$7.86K 0.06% 117
2022
Q1 		$383K Buy
5,275
+574
+12% +$38.9K 0.06% 118
2021
Q4 		$322K Sell
4,701
-428
-8% -$27.3K 0.05% 130
2021
Q3 		$318K Buy
5,129
+870
+20% +$56K 0.05% 141
2021
Q2 		$258K Buy
4,259
+26
+0.6% +$1.66K 0.04% 160
2021
Q1 		$263K Buy
4,233
+24
+0.6% +$1.44K 0.11% 141
2020
Q4 		$259K Sell
4,209
-383
-8% -$23K 0.12% 142
2020
Q3 		$249K Buy
4,592
+118
+3% +$6.31K 0.1% 138
2020
Q2 		$232K Sell
4,474
-1,606
-26% -$89.3K 0.1% 135
2020
Q1 		$329K Buy
6,080
+1,220
+25% +$77.3K 0.16% 102
2019
Q4 		$310K Sell
4,860
-597
-11% -$37K 0.12% 124
2019
Q3 		$337K Buy
5,457
+598
+12% +$34.7K 0.15% 107
2019
Q2 		$269K Hold
4,859
– – 0.12% 117
2019
Q1 		$251K Sell
4,859
-9
-0.2% -$441 0.11% 128
2018
Q4 		$214K Sell
4,868
-559
-10% -$25.4K 0.1% 137
2018
Q3 		$237K Hold
5,427
– – 0.1% 135
2018
Q2 		$251K Sell
5,427
-172
-3% -$7.7K 0.11% 134
2018
Q1 		$250K Buy
5,599
+797
+17% +$35.4K 0.12% 126
2017
Q4 		$231K Hold
4,802
– – 0.1% 143
2017
Q3 		$236K Sell
4,802
-409
-8% -$19.8K 0.12% 123
2017
Q2 		$250K Buy
5,211
+466
+10% +$23.4K 0.13% 116
2017
Q1 		$236K Sell
4,745
-15
-0.3% -$741 0.12% 117
2016
Q4 		$234K Buy
4,760
+435
+10% +$21.4K 0.12% 122
2016
Q3 		$222K Sell
4,325
-282
-6% -$14.9K 0.12% 121
2016
Q2 		$247K Sell
4,607
-271
-6% -$13.6K 0.14% 111
2016
Q1 		$252K Buy
4,878
+1,025
+27% +$49.9K 0.14% 112
2015
Q4 		$180K Hold
3,853
– – 0.1% 144
2015
Q3 		$172K Buy
3,853
+300
+8% +$13.2K 0.1% 139
2015
Q2 		$149K Buy
3,553
+2,668
+301% +$116K 0.09% 155
2015
Q1 		$39K Hold
885
– – 0.02% 262
2014
Q4 		$43K Sell
885
-251
-22% -$11.9K 0.03% 260
2014
Q3 		$50K Hold
1,136
– – 0.03% 237
2014
Q2 		$52K Hold
1,136
– – 0.03% 243
2014
Q1 		$50K Sell
1,136
-7
-0.6% -$293 0.03% 235
2013
Q4 		$47K Hold
1,143
– – 0.03% 254
2013
Q3 		$47K Hold
1,143
– – 0.04% 217
2013
Q2 		$50K Buy
+1,143
New +$52.6K 0.04% 218

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCI Wealth Advisors's SO Position: Q2 2026 in Review

TCI Wealth Advisors increased its Southern Company (SO) stake by 5.2% in Q2 2026, buying an estimated $21.7K and bringing the position to 4,643 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #166.

TCI Wealth Advisors first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $519K in Q2 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • TCI Wealth Advisors held 4,643 shares of Southern Company worth $444K as of Q2 2026.
  • TCI Wealth Advisors bought 230 Southern Company shares in Q2 2026, an estimated $21.7K.
  • Southern Company made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • TCI Wealth Advisors first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • TCI Wealth Advisors's Southern Company position peaked at $519K in Q2 2025.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.