Thrivent Financial for Lutherans’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
Q1 | $9.31M | Buy |
96,499
+859
| +0.9% | +$79.5K | 0.02% | 666 |
|
|
2025
Q4 | $8.35M | Buy |
95,640
+30,211
| +46% | +$2.76M | 0.01% | 737 |
|
|
2025
Q3 | $6.2M | Sell |
65,429
-28,209
| -30% | -$2.63M | 0.01% | 782 |
|
|
2025
Q2 | $8.58M | Buy |
93,638
+29,408
| +46% | +$2.64M | 0.02% | 618 |
|
|
2025
Q1 | $5.84M | Sell |
64,230
-21,336
| -25% | -$1.85M | 0.01% | 781 |
|
|
2024
Q4 | $7.15M | Buy |
85,566
+5,281
| +7% | +$463K | 0.01% | 781 |
|
|
2024
Q3 | $7.24M | Sell |
80,285
-859
| -1% | -$73.4K | 0.01% | 786 |
|
|
2024
Q2 | $6.29M | Buy |
81,144
+5,380
| +7% | +$408K | 0.01% | 810 |
|
|
2024
Q1 | $5.43M | Sell |
75,764
-23,930
| -24% | -$1.65M | 0.01% | 862 |
|
|
2023
Q4 | $6.99M | Buy |
99,694
+21,842
| +28% | +$1.5M | 0.02% | 738 |
|
|
2023
Q3 | $5.04M | Sell |
77,852
-7,739
| -9% | -$537K | 0.01% | 804 |
|
|
2023
Q2 | $6M | Sell |
85,591
-722
| -0.8% | -$51.8K | 0.01% | 788 |
|
|
2023
Q1 | $6M | Buy |
86,313
+14,771
| +21% | +$995K | 0.01% | 751 |
|
|
2022
Q4 | $5.12M | Buy |
71,542
+5,638
| +9% | +$377K | 0.01% | 796 |
|
|
2022
Q3 | $4.5M | Sell |
65,904
-1,246
| -2% | -$94.4K | 0.01% | 837 |
|
|
2022
Q2 | $4.79M | Sell |
67,150
-23,351
| -26% | -$1.71M | 0.01% | 827 |
|
|
2022
Q1 | $6.47M | Sell |
90,501
-63,589
| -41% | -$4.31M | 0.01% | 807 |
|
|
2021
Q4 | $10.3M | Buy |
154,090
+34,965
| +29% | +$2.23M | 0.02% | 663 |
|
|
2021
Q3 | $7.36M | Buy |
119,125
+222
| +0.2% | +$14.3K | 0.01% | 771 |
|
|
2021
Q2 | $7.2M | Sell |
118,903
-1,115
| -0.9% | -$71.3K | 0.01% | 787 |
|
|
2021
Q1 | $7.46M | Sell |
120,018
-12,235
| -9% | -$733K | 0.02% | 765 |
|
|
2020
Q4 | $8.12M | Buy |
132,253
+4,590
| +4% | +$276K | 0.02% | 705 |
|
|
2020
Q3 | $6.92M | Buy |
127,663
+55,562
| +77% | +$2.97M | 0.02% | 703 |
|
|
2020
Q2 | $3.78M | Buy |
72,101
+4,686
| +7% | +$260K | 0.01% | 801 |
|
|
2020
Q1 | $3.64M | Sell |
67,415
-1,439
| -2% | -$91.2K | 0.01% | 738 |
|
|
2019
Q4 | $4.38M | Sell |
68,854
-103,640
| -60% | -$6.42M | 0.01% | 771 |
|
|
2019
Q3 | $10.7M | Buy |
172,494
+3,130
| +2% | +$181K | 0.03% | 487 |
|
|
2019
Q2 | $9.36M | Sell |
169,364
-1,774
| -1% | -$95K | 0.03% | 537 |
|
|
2019
Q1 | $8.84M | Buy |
171,138
+78
| +0% | +$3.82K | 0.03% | 519 |
|
|
2018
Q4 | $7.51M | Buy |
171,060
+22,094
| +15% | +$1M | 0.03% | 513 |
|
|
2018
Q3 | $6.5M | Buy |
148,966
+85,986
| +137% | +$3.96M | 0.02% | 601 |
|
|
2018
Q2 | $2.92M | Sell |
62,980
-191
| -0.3% | -$8.55K | 0.01% | 774 |
|
|
2018
Q1 | $2.82M | Sell |
63,171
-711
| -1% | -$31.6K | 0.01% | 787 |
|
|
2017
Q4 | $3.07M | Sell |
63,882
-280
| -0.4% | -$14.3K | 0.01% | 774 |
|
|
2017
Q3 | $3.15M | Buy |
64,162
+20,960
| +49% | +$1.02M | 0.01% | 732 |
|
|
2017
Q2 | $2.07M | Sell |
43,202
-251,672
| -85% | -$12.6M | 0.01% | 810 |
|
|
2017
Q1 | $14.7M | Sell |
294,874
-830
| -0.3% | -$41K | 0.06% | 290 |
|
|
2016
Q4 | $14.5M | Buy |
295,704
+2,100
| +0.7% | +$103K | 0.06% | 295 |
|
|
2016
Q3 | $15.1M | Sell |
293,604
-5,430
| -2% | -$286K | 0.07% | 287 |
|
|
2016
Q2 | $16M | Buy |
299,034
+1,460
| +0.5% | +$73.4K | 0.08% | 261 |
|
|
2016
Q1 | $15.4M | Buy |
297,574
+250
| +0.1% | +$12.2K | 0.07% | 252 |
|
|
2015
Q4 | $13.9M | Buy |
297,324
+4,794
| +2% | +$217K | 0.07% | 269 |
|
|
2015
Q3 | $13.1M | Sell |
292,530
-1,554
| -0.5% | -$68.2K | 0.07% | 271 |
|
|
2015
Q2 | $12.3M | Buy |
294,084
+3,070
| +1% | +$134K | 0.07% | 284 |
|
|
2015
Q1 | $12.9M | Buy |
291,014
+188,850
| +185% | +$8.97M | 0.07% | 283 |
|
|
2014
Q4 | $5.02M | Sell |
102,164
-5,150
| -5% | -$243K | 0.03% | 475 |
|
|
2014
Q3 | $4.69M | Buy |
107,314
+1,650
| +2% | +$72.5K | 0.03% | 485 |
|
|
2014
Q2 | $4.8M | Sell |
105,664
-72,736
| -41% | -$3.22M | 0.03% | 505 |
|
|
2014
Q1 | $7.84M | Sell |
178,400
-82,553
| -32% | -$3.46M | 0.05% | 345 |
|
|
2013
Q4 | $10.7M | Sell |
260,953
-29,400
| -10% | -$1.21M | 0.07% | 294 |
|
|
2013
Q3 | $12M | Sell |
290,353
-37,747
| -12% | -$1.63M | 0.08% | 274 |
|
|
2013
Q2 | $14.5K | Buy |
+328,100
| New | +$15.1M | 0.09% | 224 |
|
Other funds holding SO
VCM
VPM
Thrivent Financial for Lutherans's SO Position: Q1 2026 in Review
Thrivent Financial for Lutherans increased its Southern Company (SO) stake by 0.9% in Q1 2026, buying an estimated $79.5K and bringing the position to 96,499 shares worth $9.31M. The position accounts for 0.02% of the portfolio, ranked #666.
Thrivent Financial for Lutherans first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $16M in Q2 2016. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Thrivent Financial for Lutherans held 96,499 shares of Southern Company worth $9.31M as of Q1 2026.
- Thrivent Financial for Lutherans bought 859 Southern Company shares in Q1 2026, an estimated $79.5K.
- Southern Company made up 0.02% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #666 holding.
- Thrivent Financial for Lutherans first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Thrivent Financial for Lutherans's Southern Company position peaked at $16M in Q2 2016.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.