Thompson David Blair’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
$948K Buy
9,909
+1,341
+16% +$126K 0.47% 62
2026
Q1
$827K Buy
8,568
+2,948
+52% +$273K 0.47% 69
2025
Q4
$490K Buy
+5,620
New +$513K 0.28% 95

Other funds holding SO

Thompson David Blair's SO Position: Q2 2026 in Review

Thompson David Blair increased its Southern Company (SO) stake by 16% in Q2 2026, buying an estimated $126K and bringing the position to 9,909 shares worth $948K. The position accounts for 0.47% of the portfolio, ranked #62.

Thompson David Blair first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Thompson David Blair held 9,909 shares of Southern Company worth $948K as of Q2 2026.
  • Thompson David Blair bought 1,341 Southern Company shares in Q2 2026, an estimated $126K.
  • Southern Company made up 0.47% of Thompson David Blair's portfolio in Q2 2026, its #62 holding.
  • Thompson David Blair first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.