Vectors Research 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 | $2.65M | Sell |
27,637
-358
| -1% | -$33.7K | 0.69% | 47 |
|
|
2026
Q1 | $2.7M | Buy |
27,995
+77
| +0.3% | +$7.12K | 0.79% | 40 |
|
|
2025
Q4 | $2.43M | Buy |
27,918
+586
| +2% | +$53.5K | 0.74% | 44 |
|
|
2025
Q3 | $2.59M | Buy |
27,332
+628
| +2% | +$58.6K | 0.82% | 41 |
|
|
2025
Q2 | $2.45M | Sell |
26,704
-222
| -0.8% | -$19.9K | 0.84% | 35 |
|
|
2025
Q1 | $2.48M | Buy |
26,926
+719
| +3% | +$62.2K | 0.87% | 39 |
|
|
2024
Q4 | $2.16M | Buy |
26,207
+1,407
| +6% | +$123K | 0.73% | 42 |
|
|
2024
Q3 | $2.24M | Buy |
24,800
+2,294
| +10% | +$196K | 0.68% | 44 |
|
|
2024
Q2 | $1.75M | Sell |
22,506
-629
| -3% | -$47.7K | 0.54% | 49 |
|
|
2024
Q1 | $1.66M | Sell |
23,135
-9,462
| -29% | -$653K | 0.47% | 57 |
|
|
2023
Q4 | $2.29M | Sell |
32,597
-320
| -1% | -$22K | 0.64% | 44 |
|
|
2023
Q3 | $1.88M | Buy |
32,917
+38
| +0.1% | +$2.64K | 0.61% | 45 |
|
|
2023
Q2 | $2.31M | Sell |
32,879
-10,149
| -24% | -$728K | 0.66% | 37 |
|
|
2023
Q1 | $2.99M | Sell |
43,028
-4,398
| -9% | -$296K | 0.77% | 31 |
|
|
2022
Q4 | $3.39M | Buy |
47,426
+2,117
| +5% | +$142K | 0.88% | 26 |
|
|
2022
Q3 | $3.08M | Buy |
45,309
+1,465
| +3% | +$111K | 0.87% | 23 |
|
|
2022
Q2 | $3.13M | Sell |
43,844
-1,638
| -4% | -$120K | 0.79% | 31 |
|
|
2022
Q1 | $3.3M | Buy |
45,482
+6,032
| +15% | +$409K | 0.72% | 34 |
|
|
2021
Q4 | $2.71M | Buy |
39,450
+3,153
| +9% | +$201K | 0.57% | 43 |
|
|
2021
Q3 | $2.25M | Buy |
36,297
+2,436
| +7% | +$157K | 0.53% | 45 |
|
|
2021
Q2 | $2.05M | Buy |
33,861
+5,148
| +18% | +$329K | 0.52% | 45 |
|
|
2021
Q1 | $1.78M | Sell |
28,713
-225
| -0.8% | -$13.5K | 0.49% | 48 |
|
|
2020
Q4 | $1.78M | Buy |
28,938
+2,619
| +10% | +$157K | 0.55% | 44 |
|
|
2020
Q3 | $1.44M | Buy |
26,319
+3,486
| +15% | +$186K | 0.53% | 52 |
|
|
2020
Q2 | $1.18M | Buy |
22,833
+14,711
| +181% | +$818K | 0.47% | 53 |
|
|
2020
Q1 | $440K | Buy |
8,122
+1,467
| +22% | +$92.9K | 0.21% | 78 |
|
|
2019
Q4 | $424K | Buy |
6,655
+765
| +13% | +$47.4K | 0.17% | 82 |
|
|
2019
Q3 | $364K | Buy |
5,890
+248
| +4% | +$14.4K | 0.18% | 84 |
|
|
2019
Q2 | $312K | Buy |
5,642
+10
| +0.2% | +$535 | 0.17% | 85 |
|
|
2019
Q1 | $291K | Buy |
5,632
+82
| +1% | +$4.02K | 0.17% | 87 |
|
|
2018
Q4 | $244K | Sell |
5,550
-979
| -15% | -$44.5K | 0.12% | 103 |
|
|
2018
Q3 | $306K | Buy |
+6,529
| New | +$301K | 0.19% | 85 |
|
Other funds holding SO
Vectors Research Management's SO Position: Q2 2026 in Review
Vectors Research Management reduced its Southern Company (SO) stake by 1.3% in Q2 2026, selling an estimated $33.7K and leaving 27,637 shares worth $2.65M. The position accounts for 0.69% of the portfolio, ranked #47.
Vectors Research Management first reported a position in SO in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.39M in Q4 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Vectors Research Management held 27,637 shares of Southern Company worth $2.65M as of Q2 2026.
- Vectors Research Management sold 358 Southern Company shares in Q2 2026, an estimated $33.7K.
- Southern Company made up 0.69% of Vectors Research Management's portfolio in Q2 2026, its #47 holding.
- Vectors Research Management first reported a position in Southern Company in Q3 2018 and has held it in 32 quarters since.
- Vectors Research Management's Southern Company position peaked at $3.39M in Q4 2022.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Vectors Research Management's 13F filing for Q2 2026, filed 29 Jul 2026.