TD Capital Management’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 | $69.2K | Sell |
723
-619
| -46% | -$58.3K | 0.01% | 207 |
|
|
2026
Q1 | $130K | Buy |
1,342
+5
| +0.4% | +$463 | 0.01% | 162 |
|
|
2025
Q4 | $117K | Buy |
1,337
+5
| +0.4% | +$456 | 0.01% | 165 |
|
|
2025
Q3 | $126K | Buy |
1,332
+5
| +0.4% | +$467 | 0.01% | 154 |
|
|
2025
Q2 | $122K | Buy |
1,327
+181
| +16% | +$16.3K | 0.01% | 149 |
|
|
2025
Q1 | $105K | Buy |
1,146
+5
| +0.4% | +$433 | 0.01% | 151 |
|
|
2024
Q4 | $93.9K | Buy |
1,141
+5
| +0.4% | +$439 | 0.01% | 157 |
|
|
2024
Q3 | $102K | Buy |
1,136
+590
| +108% | +$50.4K | 0.01% | 151 |
|
|
2024
Q2 | $42.4K | Hold |
546
| – | – | ﹤0.01% | 196 |
|
|
2024
Q1 | $39.2K | Hold |
546
| – | – | ﹤0.01% | 200 |
|
|
2023
Q4 | $38.3K | Hold |
546
| – | – | ﹤0.01% | 207 |
|
|
2023
Q3 | $35.4K | Hold |
546
| – | – | ﹤0.01% | 205 |
|
|
2023
Q2 | $38.4K | Hold |
546
| – | – | ﹤0.01% | 197 |
|
|
2023
Q1 | $38K | Buy |
546
+300
| +122% | +$20.2K | ﹤0.01% | 193 |
|
|
2022
Q4 | $17.6K | Hold |
246
| – | – | ﹤0.01% | 217 |
|
|
2022
Q3 | $17K | Buy |
+246
| New | +$18.6K | ﹤0.01% | 214 |
|
|
2022
Q1 | – | Sell |
-246
| Closed | -$17K | – | 309 |
|
|
2021
Q4 | $17K | Hold |
246
| – | – | ﹤0.01% | 236 |
|
|
2021
Q3 | $15K | Hold |
246
| – | – | ﹤0.01% | 232 |
|
|
2021
Q2 | $15K | Hold |
246
| – | – | ﹤0.01% | 219 |
|
|
2021
Q1 | $15K | Hold |
246
| – | – | ﹤0.01% | 207 |
|
|
2020
Q4 | $15K | Hold |
246
| – | – | ﹤0.01% | 187 |
|
|
2020
Q3 | $13K | Buy |
246
+100
| +68% | +$5.34K | ﹤0.01% | 170 |
|
|
2020
Q2 | $8K | Hold |
146
| – | – | ﹤0.01% | 177 |
|
|
2020
Q1 | $8K | Hold |
146
| – | – | ﹤0.01% | 167 |
|
|
2019
Q4 | $9K | Hold |
146
| – | – | ﹤0.01% | 182 |
|
|
2019
Q3 | $9K | Hold |
146
| – | – | ﹤0.01% | 180 |
|
|
2019
Q2 | $8K | Hold |
146
| – | – | ﹤0.01% | 180 |
|
|
2019
Q1 | $8K | Hold |
146
| – | – | ﹤0.01% | 147 |
|
|
2018
Q4 | $6K | Buy |
146
+45
| +45% | +$2.05K | ﹤0.01% | 158 |
|
|
2018
Q3 | $4K | Buy |
+101
| New | +$4.66K | ﹤0.01% | 168 |
|
|
2017
Q4 | – | Sell |
-276
| Closed | -$14K | – | 254 |
|
|
2017
Q3 | $14K | Hold |
276
| – | – | ﹤0.01% | 120 |
|
|
2017
Q2 | $13K | Sell |
276
-30
| -10% | -$1.5K | ﹤0.01% | 108 |
|
|
2017
Q1 | $15K | Hold |
306
| – | – | ﹤0.01% | 105 |
|
|
2016
Q4 | $15K | Hold |
306
| – | – | ﹤0.01% | 103 |
|
|
2016
Q3 | $16K | Buy |
306
+29
| +10% | +$1.53K | ﹤0.01% | 97 |
|
|
2016
Q2 | $15K | Sell |
277
-1,323
| -83% | -$66.5K | ﹤0.01% | 100 |
|
|
2016
Q1 | $83K | Hold |
1,600
| – | – | 0.03% | 59 |
|
|
2015
Q4 | $75K | Hold |
1,600
| – | – | 0.02% | 59 |
|
|
2015
Q3 | $72K | Hold |
1,600
| – | – | 0.02% | 66 |
|
|
2015
Q2 | $67K | Sell |
1,600
-172
| -10% | -$7.49K | 0.02% | 72 |
|
|
2015
Q1 | $78K | Hold |
1,772
| – | – | 0.02% | 72 |
|
|
2014
Q4 | $87K | Hold |
1,772
| – | – | 0.02% | 75 |
|
|
2014
Q3 | $77K | Hold |
1,772
| – | – | 0.02% | 78 |
|
|
2014
Q2 | $80K | Hold |
1,772
| – | – | 0.02% | 77 |
|
|
2014
Q1 | $78K | Buy |
1,772
+21
| +1% | +$880 | 0.02% | 73 |
|
|
2013
Q4 | $72K | Buy |
1,751
+22
| +1% | +$908 | 0.02% | 72 |
|
|
2013
Q3 | $71K | Sell |
1,729
-181
| -9% | -$7.8K | 0.02% | 107 |
|
|
2013
Q2 | $84K | Buy |
+1,910
| New | +$87.8K | 0.02% | 100 |
|
Other funds holding SO
TD Capital Management's SO Position: Q2 2026 in Review
TD Capital Management reduced its Southern Company (SO) stake by 46% in Q2 2026, selling an estimated $58.3K and leaving 723 shares worth $69.2K. The position accounts for 0.01% of the portfolio, ranked #207.
TD Capital Management first reported a position in SO in Q2 2013 and has held it in 48 quarters since. The position peaked at $130K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- TD Capital Management held 723 shares of Southern Company worth $69.2K as of Q2 2026.
- TD Capital Management sold 619 Southern Company shares in Q2 2026, an estimated $58.3K.
- Southern Company made up 0.01% of TD Capital Management's portfolio in Q2 2026, its #207 holding.
- TD Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 48 quarters since.
- TD Capital Management's Southern Company position peaked at $130K in Q1 2026.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.