Thompson Investment 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 | $346K | Buy |
3,614
+20
| +0.6% | +$1.88K | 0.04% | 157 |
|
|
2026
Q1 | $347K | Sell |
3,594
-116
| -3% | -$10.7K | 0.04% | 150 |
|
|
2025
Q4 | $324K | Sell |
3,710
-36
| -1% | -$3.29K | 0.04% | 147 |
|
|
2025
Q3 | $355K | Sell |
3,746
-382
| -9% | -$35.7K | 0.05% | 144 |
|
|
2025
Q2 | $379K | Hold |
4,128
| – | – | 0.05% | 141 |
|
|
2025
Q1 | $380K | Sell |
4,128
-2
| -0% | -$173 | 0.06% | 140 |
|
|
2024
Q4 | $340K | Sell |
4,130
-314
| -7% | -$27.5K | 0.05% | 150 |
|
|
2024
Q3 | $401K | Buy |
4,444
+20
| +0.5% | +$1.71K | 0.06% | 136 |
|
|
2024
Q2 | $343K | Hold |
4,424
| – | – | 0.05% | 141 |
|
|
2024
Q1 | $317K | Buy |
4,424
+66
| +2% | +$4.56K | 0.05% | 146 |
|
|
2023
Q4 | $306K | Buy |
4,358
+193
| +5% | +$13.3K | 0.05% | 149 |
|
|
2023
Q3 | $270K | Hold |
4,165
| – | – | 0.05% | 157 |
|
|
2023
Q2 | $293K | Hold |
4,165
| – | – | 0.05% | 157 |
|
|
2023
Q1 | $290K | Buy |
4,165
+16
| +0.4% | +$1.08K | 0.05% | 158 |
|
|
2022
Q4 | $296K | Hold |
4,149
| – | – | 0.05% | 160 |
|
|
2022
Q3 | $282K | Buy |
4,149
+81
| +2% | +$6.14K | 0.05% | 164 |
|
|
2022
Q2 | $290K | Sell |
4,068
-140
| -3% | -$10.3K | 0.05% | 162 |
|
|
2022
Q1 | $305K | Sell |
4,208
-22
| -0.5% | -$1.49K | 0.04% | 171 |
|
|
2021
Q4 | $290K | Buy |
4,230
+14
| +0.3% | +$893 | 0.04% | 177 |
|
|
2021
Q3 | $261K | Hold |
4,216
| – | – | 0.04% | 178 |
|
|
2021
Q2 | $255K | Sell |
4,216
-225
| -5% | -$14.4K | 0.04% | 185 |
|
|
2021
Q1 | $276K | Hold |
4,441
| – | – | 0.04% | 175 |
|
|
2020
Q4 | $273K | Sell |
4,441
-85
| -2% | -$5.11K | 0.05% | 164 |
|
|
2020
Q3 | $245K | Hold |
4,526
| – | – | 0.05% | 166 |
|
|
2020
Q2 | $235K | Buy |
4,526
+145
| +3% | +$8.06K | 0.05% | 164 |
|
|
2020
Q1 | $237K | Hold |
4,381
| – | – | 0.05% | 158 |
|
|
2019
Q4 | $279K | Hold |
4,381
| – | – | 0.05% | 163 |
|
|
2019
Q3 | $271K | Hold |
4,381
| – | – | 0.05% | 161 |
|
|
2019
Q2 | $242K | Sell |
4,381
-65
| -1% | -$3.48K | 0.05% | 167 |
|
|
2019
Q1 | $230K | Buy |
+4,446
| New | +$218K | 0.04% | 171 |
|
|
2018
Q3 | – | Sell |
-4,446
| Closed | -$206K | – | 181 |
|
|
2018
Q2 | $206K | Buy |
+4,446
| New | +$199K | 0.04% | 174 |
|
|
2018
Q1 | – | Sell |
-4,241
| Closed | -$204K | – | 186 |
|
|
2017
Q4 | $204K | Hold |
4,241
| – | – | 0.04% | 176 |
|
|
2017
Q3 | $208K | Hold |
4,241
| – | – | 0.04% | 174 |
|
|
2017
Q2 | $203K | Hold |
4,241
| – | – | 0.04% | 169 |
|
|
2017
Q1 | $211K | Buy |
4,241
+70
| +2% | +$3.46K | 0.04% | 171 |
|
|
2016
Q4 | $205K | Hold |
4,171
| – | – | 0.04% | 170 |
|
|
2016
Q3 | $214K | Sell |
4,171
-20
| -0.5% | -$1.05K | 0.04% | 166 |
|
|
2016
Q2 | $225K | Buy |
4,191
+65
| +2% | +$3.27K | 0.05% | 158 |
|
|
2016
Q1 | $213K | Buy |
+4,126
| New | +$201K | 0.04% | 158 |
|
Other funds holding SO
Thompson Investment Management's SO Position: Q2 2026 in Review
Thompson Investment Management increased its Southern Company (SO) stake by 0.56% in Q2 2026, buying an estimated $1.88K and bringing the position to 3,614 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #157.
Thompson Investment Management first reported a position in SO in Q1 2016 and has held it in 39 quarters since. The position peaked at $401K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Thompson Investment Management held 3,614 shares of Southern Company worth $346K as of Q2 2026.
- Thompson Investment Management bought 20 Southern Company shares in Q2 2026, an estimated $1.88K.
- Southern Company made up 0.04% of Thompson Investment Management's portfolio in Q2 2026, its #157 holding.
- Thompson Investment Management first reported a position in Southern Company in Q1 2016 and has held it in 39 quarters since.
- Thompson Investment Management's Southern Company position peaked at $401K in Q3 2024.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.