United Capital Financial Advisors’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 | $7.81M | Sell |
81,604
-1,147
| -1% | -$108K | 0.04% | 293 |
|
|
2026
Q1 | $7.99M | Buy |
82,751
+2,110
| +3% | +$195K | 0.05% | 275 |
|
|
2025
Q4 | $7.03M | Buy |
80,641
+2,125
| +3% | +$194K | 0.04% | 298 |
|
|
2025
Q3 | $7.44M | Sell |
78,516
-4,226
| -5% | -$395K | 0.05% | 248 |
|
|
2025
Q2 | $7.6M | Buy |
82,742
+3,501
| +4% | +$314K | 0.06% | 234 |
|
|
2025
Q1 | $7.29M | Sell |
79,241
-613
| -0.8% | -$53.1K | 0.06% | 225 |
|
|
2024
Q4 | $6.57M | Sell |
79,854
-4,489
| -5% | -$394K | 0.06% | 224 |
|
|
2024
Q3 | $7.61M | Sell |
84,343
-3,507
| -4% | -$300K | 0.06% | 212 |
|
|
2024
Q2 | $6.81M | Sell |
87,850
-3,827
| -4% | -$290K | 0.06% | 221 |
|
|
2024
Q1 | $6.58M | Sell |
91,677
-33,961
| -27% | -$2.34M | 0.05% | 233 |
|
|
2023
Q4 | $8.81M | Sell |
125,638
-208,856
| -62% | -$14.3M | 0.07% | 206 |
|
|
2023
Q3 | $21.6M | Sell |
334,494
-5,224
| -2% | -$363K | 0.14% | 143 |
|
|
2023
Q2 | $23.9M | Sell |
339,718
-13,942
| -4% | -$1,000K | 0.13% | 142 |
|
|
2023
Q1 | $24.6M | Sell |
353,660
-2,102
| -0.6% | -$142K | 0.14% | 143 |
|
|
2022
Q4 | $25.4M | Sell |
355,762
-4,924
| -1% | -$329K | 0.14% | 137 |
|
|
2022
Q3 | $24.5M | Sell |
360,686
-5,764
| -2% | -$437K | 0.14% | 137 |
|
|
2022
Q2 | $26.1M | Sell |
366,450
-565
| -0.2% | -$41.5K | 0.14% | 142 |
|
|
2022
Q1 | $26.6M | Buy |
367,015
+2,739
| +0.8% | +$186K | 0.13% | 159 |
|
|
2021
Q4 | $25M | Buy |
364,276
+2,233
| +0.6% | +$142K | 0.12% | 172 |
|
|
2021
Q3 | $22.4M | Sell |
362,043
-5,708
| -2% | -$367K | 0.11% | 177 |
|
|
2021
Q2 | $22.3M | Sell |
367,751
-957
| -0.3% | -$61.2K | 0.11% | 181 |
|
|
2021
Q1 | $22.9M | Buy |
368,708
+3,005
| +0.8% | +$180K | 0.13% | 169 |
|
|
2020
Q4 | $22.5M | Sell |
365,703
-419
| -0.1% | -$25.2K | 0.14% | 166 |
|
|
2020
Q3 | $19.9M | Sell |
366,122
-3,753
| -1% | -$201K | 0.13% | 173 |
|
|
2020
Q2 | $19.2M | Sell |
369,875
-15,994
| -4% | -$889K | 0.14% | 164 |
|
|
2020
Q1 | $20.9M | Sell |
385,869
-6,992
| -2% | -$443K | 0.17% | 128 |
|
|
2019
Q4 | $25M | Buy |
392,861
+16,531
| +4% | +$1.02M | 0.16% | 146 |
|
|
2019
Q3 | $23.2M | Sell |
376,330
-3,420
| -0.9% | -$198K | 0.16% | 142 |
|
|
2019
Q2 | $21M | Buy |
379,750
+17,807
| +5% | +$953K | 0.14% | 155 |
|
|
2019
Q1 | $18.7M | Sell |
361,943
-6,091
| -2% | -$299K | 0.13% | 171 |
|
|
2018
Q4 | $16.2M | Buy |
368,034
+9,225
| +3% | +$419K | 0.13% | 166 |
|
|
2018
Q3 | $15.6M | Buy |
358,809
+10,338
| +3% | +$476K | 0.11% | 210 |
|
|
2018
Q2 | $16.1M | Sell |
348,471
-2,611
| -0.7% | -$117K | 0.12% | 188 |
|
|
2018
Q1 | $15.7M | Buy |
351,082
+14,748
| +4% | +$655K | 0.12% | 195 |
|
|
2017
Q4 | $16.2M | Buy |
336,334
+7,534
| +2% | +$384K | 0.13% | 190 |
|
|
2017
Q3 | $16.2M | Sell |
328,800
-10,348
| -3% | -$502K | 0.14% | 176 |
|
|
2017
Q2 | $16.2M | Buy |
339,148
+5,053
| +2% | +$253K | 0.15% | 163 |
|
|
2017
Q1 | $16.6M | Sell |
334,095
-5,052
| -1% | -$250K | 0.16% | 153 |
|
|
2016
Q4 | $16.7M | Buy |
339,147
+2,471
| +0.7% | +$121K | 0.16% | 141 |
|
|
2016
Q3 | $17.3M | Buy |
336,676
+13,677
| +4% | +$720K | 0.17% | 144 |
|
|
2016
Q2 | $17.4M | Sell |
322,999
-8,683
| -3% | -$437K | 0.18% | 125 |
|
|
2016
Q1 | $17.2M | Buy |
331,682
+1,508
| +0.5% | +$73.5K | 0.19% | 108 |
|
|
2015
Q4 | $15.4M | Sell |
330,174
-8,437
| -2% | -$382K | 0.18% | 122 |
|
|
2015
Q3 | $15.1M | Sell |
338,611
-5,261
| -2% | -$231K | 0.18% | 112 |
|
|
2015
Q2 | $14.4M | Buy |
343,872
+7,712
| +2% | +$336K | 0.17% | 137 |
|
|
2015
Q1 | $14.9M | Buy |
336,160
+219,831
| +189% | +$10.4M | 0.18% | 131 |
|
|
2014
Q4 | $5.71M | Buy |
116,329
+372
| +0.3% | +$17.6K | 0.09% | 239 |
|
|
2014
Q3 | $5.06M | Sell |
115,957
-2,047
| -2% | -$89.9K | 0.09% | 250 |
|
|
2014
Q2 | $5.36M | Sell |
118,004
-706
| -0.6% | -$31.2K | 0.1% | 224 |
|
|
2014
Q1 | $5.22M | Buy |
118,710
+80,901
| +214% | +$3.39M | 0.11% | 204 |
|
|
2013
Q4 | $1.55M | Sell |
37,809
-41,373
| -52% | -$1.71M | 0.05% | 276 |
|
|
2013
Q3 | $3.26M | Sell |
79,182
-5,105
| -6% | -$220K | 0.1% | 190 |
|
|
2013
Q2 | $3.72M | Buy |
+84,287
| New | +$3.88M | 0.1% | 231 |
|
Other funds holding SO
United Capital Financial Advisors's SO Position: Q2 2026 in Review
United Capital Financial Advisors reduced its Southern Company (SO) stake by 1.4% in Q2 2026, selling an estimated $108K and leaving 81,604 shares worth $7.81M. The position accounts for 0.04% of the portfolio, ranked #293.
United Capital Financial Advisors first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $26.6M in Q1 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- United Capital Financial Advisors held 81,604 shares of Southern Company worth $7.81M as of Q2 2026.
- United Capital Financial Advisors sold 1,147 Southern Company shares in Q2 2026, an estimated $108K.
- Southern Company made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #293 holding.
- United Capital Financial Advisors first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- United Capital Financial Advisors's Southern Company position peaked at $26.6M in Q1 2022.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.