Tennessee Valley Asset Management Partners’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
$282K Sell
2,950
-33
-1% -$3.11K 0.03% 178
2026
Q1
$288K Buy
2,983
+574
+24% +$53.1K 0.04% 160
2025
Q4
$210K Sell
2,409
-1,684
-41% -$154K 0.03% 173
2025
Q3
$388K Buy
+4,093
New +$382K 0.05% 126
2025
Q2
– Sell
-3,785
Closed -$348K – 156
2025
Q1
$348K Buy
+3,785
New +$328K 0.06% 124
2024
Q4
– Sell
-3,425
Closed -$312K – 163
2024
Q3
$312K Buy
+3,425
New +$293K 0.05% 129
2024
Q1
– Sell
-2,486
Closed -$174K – 650
2023
Q4
$174K Buy
+2,486
New +$171K 0.02% 131

Other funds holding SO

Tennessee Valley Asset Management Partners's SO Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners reduced its Southern Company (SO) stake by 1.1% in Q2 2026, selling an estimated $3.11K and leaving 2,950 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #178.

Tennessee Valley Asset Management Partners first reported a position in SO in Q4 2023 and has held it in 7 quarters since. The position peaked at $388K in Q3 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Tennessee Valley Asset Management Partners held 2,950 shares of Southern Company worth $282K as of Q2 2026.
  • Tennessee Valley Asset Management Partners sold 33 Southern Company shares in Q2 2026, an estimated $3.11K.
  • Southern Company made up 0.03% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #178 holding.
  • Tennessee Valley Asset Management Partners first reported a position in Southern Company in Q4 2023 and has held it in 7 quarters since.
  • Tennessee Valley Asset Management Partners's Southern Company position peaked at $388K in Q3 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.