Thomas Story & Son’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 | $445K | Hold |
4,650
| – | – | 0.16% | 41 |
|
|
2026
Q1 | $449K | Hold |
4,650
| – | – | 0.17% | 41 |
|
|
2025
Q4 | $405K | Hold |
4,650
| – | – | 0.15% | 43 |
|
|
2025
Q3 | $441K | Hold |
4,650
| – | – | 0.16% | 41 |
|
|
2025
Q2 | $427K | Hold |
4,650
| – | – | 0.16% | 43 |
|
|
2025
Q1 | $428K | Hold |
4,650
| – | – | 0.17% | 43 |
|
|
2024
Q4 | $383K | Hold |
4,650
| – | – | 0.16% | 44 |
|
|
2024
Q3 | $419K | Hold |
4,650
| – | – | 0.17% | 45 |
|
|
2024
Q2 | $361K | Hold |
4,650
| – | – | 0.16% | 47 |
|
|
2024
Q1 | $334K | Hold |
4,650
| – | – | 0.14% | 47 |
|
|
2023
Q4 | $326K | Hold |
4,650
| – | – | 0.15% | 48 |
|
|
2023
Q3 | $301K | Buy |
4,650
+350
| +8% | +$24.3K | 0.15% | 49 |
|
|
2023
Q2 | $302K | Hold |
4,300
| – | – | 0.14% | 51 |
|
|
2023
Q1 | $299K | Hold |
4,300
| – | – | 0.14% | 51 |
|
|
2022
Q4 | $307K | Hold |
4,300
| – | – | 0.16% | 51 |
|
|
2022
Q3 | $292K | Hold |
4,300
| – | – | 0.15% | 50 |
|
|
2022
Q2 | $307K | Hold |
4,300
| – | – | 0.15% | 51 |
|
|
2022
Q1 | $312K | Hold |
4,300
| – | – | 0.12% | 55 |
|
|
2021
Q4 | $295K | Hold |
4,300
| – | – | 0.11% | 59 |
|
|
2021
Q3 | $266K | Hold |
4,300
| – | – | 0.11% | 62 |
|
|
2021
Q2 | $260K | Hold |
4,300
| – | – | 0.1% | 62 |
|
|
2021
Q1 | $267K | Hold |
4,300
| – | – | 0.1% | 61 |
|
|
2020
Q4 | $264K | Hold |
4,300
| – | – | 0.11% | 57 |
|
|
2020
Q3 | $233K | Hold |
4,300
| – | – | 0.1% | 57 |
|
|
2020
Q2 | $223K | Hold |
4,300
| – | – | 0.11% | 56 |
|
|
2020
Q1 | $233K | Hold |
4,300
| – | – | 0.13% | 52 |
|
|
2019
Q4 | $274K | Hold |
4,300
| – | – | 0.13% | 48 |
|
|
2019
Q3 | $266K | Hold |
4,300
| – | – | 0.14% | 49 |
|
|
2019
Q2 | $238K | Buy |
+4,300
| New | +$230K | 0.12% | 51 |
|
|
2015
Q4 | – | Sell |
-16,187
| Closed | -$724K | – | 49 |
|
|
2015
Q3 | $724K | Hold |
16,187
| – | – | 0.47% | 39 |
|
|
2015
Q2 | $678K | Hold |
16,187
| – | – | 0.43% | 41 |
|
|
2015
Q1 | $717K | Hold |
16,187
| – | – | 0.45% | 38 |
|
|
2014
Q4 | $795K | Sell |
16,187
-1,500
| -8% | -$70.8K | 0.48% | 39 |
|
|
2014
Q3 | $772K | Hold |
17,687
| – | – | 0.48% | 41 |
|
|
2014
Q2 | $803K | Hold |
17,687
| – | – | 0.49% | 42 |
|
|
2014
Q1 | $777K | Hold |
17,687
| – | – | 0.42% | 48 |
|
|
2013
Q4 | $727K | Sell |
17,687
-300
| -2% | -$12.4K | 0.4% | 48 |
|
|
2013
Q3 | $741K | Hold |
17,987
| – | – | 0.46% | 42 |
|
|
2013
Q2 | $794K | Buy |
+17,987
| New | +$827K | 0.5% | 43 |
|
Other funds holding SO
COPPSERS
CIM
CAI
WG
Thomas Story & Son's SO Position: Q2 2026 in Review
Thomas Story & Son held its Southern Company (SO) position steady in Q2 2026 at 4,650 shares worth $445K. The position accounts for 0.16% of the portfolio, ranked #41.
Thomas Story & Son first reported a position in SO in Q2 2013 and has held it in 39 quarters since. The position peaked at $803K in Q2 2014. 1,149 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Thomas Story & Son held 4,650 shares of Southern Company worth $445K as of Q2 2026.
- Thomas Story & Son left its Southern Company share count unchanged in Q2 2026.
- Southern Company made up 0.16% of Thomas Story & Son's portfolio in Q2 2026, its #41 holding.
- Thomas Story & Son first reported a position in Southern Company in Q2 2013 and has held it in 39 quarters since.
- Thomas Story & Son's Southern Company position peaked at $803K in Q2 2014.
- 1,149 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Thomas Story & Son's 13F filing for Q2 2026, filed 23 Jul 2026.