Valley National Advisers’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 | $88.9K | Sell |
929
-225
| -19% | -$21.2K | 0.01% | 342 |
|
|
2026
Q1 | $111K | Buy |
1,154
+1
| +0.1% | +$93 | 0.01% | 305 |
|
|
2025
Q4 | $100K | Sell |
1,153
-459
| -28% | -$41.9K | 0.01% | 309 |
|
|
2025
Q3 | $152K | Buy |
1,612
+48
| +3% | +$4.48K | 0.02% | 262 |
|
|
2025
Q2 | $143K | Buy |
1,564
+436
| +39% | +$39.2K | 0.02% | 269 |
|
|
2025
Q1 | $102K | Buy |
1,128
+694
| +160% | +$60.1K | 0.02% | 293 |
|
|
2024
Q4 | $35K | Buy |
434
+308
| +244% | +$27K | 0.01% | 390 |
|
|
2024
Q3 | $11K | Sell |
126
-405
| -76% | -$34.6K | ﹤0.01% | 509 |
|
|
2024
Q2 | $41K | Sell |
531
-40
| -7% | -$3.03K | 0.01% | 426 |
|
|
2024
Q1 | $40K | Buy |
571
+45
| +9% | +$3.11K | 0.01% | 439 |
|
|
2023
Q4 | $36K | Buy |
526
+205
| +64% | +$14.1K | 0.01% | 452 |
|
|
2023
Q3 | $21K | Buy |
321
+100
| +45% | +$6.94K | ﹤0.01% | 498 |
|
|
2023
Q2 | $16K | Buy |
221
+105
| +91% | +$7.53K | ﹤0.01% | 538 |
|
|
2023
Q1 | $9K | Hold |
116
| – | – | ﹤0.01% | 615 |
|
|
2022
Q4 | $8K | Hold |
116
| – | – | ﹤0.01% | 606 |
|
|
2022
Q3 | $8K | Hold |
116
| – | – | ﹤0.01% | 614 |
|
|
2022
Q2 | $8K | Hold |
116
| – | – | ﹤0.01% | 605 |
|
|
2022
Q1 | $8K | Sell |
116
-200
| -63% | -$13.5K | ﹤0.01% | 635 |
|
|
2021
Q4 | $22K | Sell |
316
-131
| -29% | -$8.35K | ﹤0.01% | 492 |
|
|
2021
Q3 | $28K | Hold |
447
| – | – | 0.01% | 428 |
|
|
2021
Q2 | $27K | Hold |
447
| – | – | ﹤0.01% | 438 |
|
|
2021
Q1 | $28K | Sell |
447
-24
| -5% | -$1.44K | 0.01% | 404 |
|
|
2020
Q4 | $29K | Hold |
471
| – | – | 0.01% | 386 |
|
|
2020
Q3 | $26K | Hold |
471
| – | – | 0.01% | 360 |
|
|
2020
Q2 | $24K | Hold |
471
| – | – | 0.01% | 373 |
|
|
2020
Q1 | $25K | Buy |
471
+24
| +5% | +$1.52K | 0.01% | 352 |
|
|
2019
Q4 | $28K | Buy |
447
+147
| +49% | +$9.11K | 0.01% | 382 |
|
|
2019
Q3 | $19K | Hold |
300
| – | – | 0.01% | 434 |
|
|
2019
Q2 | $17K | Hold |
300
| – | – | ﹤0.01% | 421 |
|
|
2019
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 419 |
|
|
2018
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 425 |
|
|
2018
Q3 | $13K | Hold |
300
| – | – | ﹤0.01% | 416 |
|
|
2018
Q2 | $14K | Buy |
300
+100
| +50% | +$4.48K | 0.01% | 384 |
|
|
2018
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 419 |
|
|
2017
Q4 | $10K | Sell |
200
-250
| -56% | -$12.7K | ﹤0.01% | 408 |
|
|
2017
Q3 | $22K | Buy |
450
+200
| +80% | +$9.7K | 0.01% | 322 |
|
|
2017
Q2 | $12K | Sell |
250
-91
| -27% | -$4.56K | ﹤0.01% | 386 |
|
|
2017
Q1 | $17K | Sell |
341
-388
| -53% | -$19.2K | 0.01% | 344 |
|
|
2016
Q4 | $36K | Sell |
729
-47
| -6% | -$2.31K | 0.02% | 276 |
|
|
2016
Q3 | $40K | Hold |
776
| – | – | 0.02% | 244 |
|
|
2016
Q2 | $42K | Buy |
776
+250
| +48% | +$12.6K | 0.02% | 246 |
|
|
2016
Q1 | $27K | Hold |
526
| – | – | 0.01% | 276 |
|
|
2015
Q4 | $25K | Hold |
526
| – | – | 0.01% | 275 |
|
|
2015
Q3 | $24K | Hold |
526
| – | – | 0.01% | 280 |
|
|
2015
Q2 | $22K | Hold |
526
| – | – | 0.01% | 300 |
|
|
2015
Q1 | $23K | Buy |
+526
| New | +$25K | 0.01% | 292 |
|
Other funds holding SO
Valley National Advisers's SO Position: Q2 2026 in Review
Valley National Advisers reduced its Southern Company (SO) stake by 19% in Q2 2026, selling an estimated $21.2K and leaving 929 shares worth $88.9K. The position accounts for 0.01% of the portfolio, ranked #342.
Valley National Advisers first reported a position in SO in Q1 2015 and has held it in 46 quarters since. The position peaked at $152K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Valley National Advisers held 929 shares of Southern Company worth $88.9K as of Q2 2026.
- Valley National Advisers sold 225 Southern Company shares in Q2 2026, an estimated $21.2K.
- Southern Company made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #342 holding.
- Valley National Advisers first reported a position in Southern Company in Q1 2015 and has held it in 46 quarters since.
- Valley National Advisers's Southern Company position peaked at $152K in Q3 2025.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.