W.H. Reaves & Co’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 | $2.39M | Buy |
24,767
+119
| +0.5% | +$11K | 0.04% | 68 |
|
|
2025
Q4 | $2.15M | Sell |
24,648
-5,400
| -18% | -$493K | 0.04% | 68 |
|
|
2025
Q3 | $2.85M | Hold |
30,048
| – | – | 0.05% | 62 |
|
|
2025
Q2 | $2.76M | Sell |
30,048
-4,350
| -13% | -$391K | 0.06% | 58 |
|
|
2025
Q1 | $3.16M | Sell |
34,398
-7,347
| -18% | -$636K | 0.08% | 57 |
|
|
2024
Q4 | $3.44M | Sell |
41,745
-26
| -0.1% | -$2.28K | 0.09% | 51 |
|
|
2024
Q3 | $3.77M | Sell |
41,771
-554,549
| -93% | -$47.4M | 0.1% | 52 |
|
|
2024
Q2 | $46.3M | Sell |
596,320
-270,348
| -31% | -$20.5M | 1.56% | 32 |
|
|
2024
Q1 | $62.2M | Sell |
866,668
-10,083
| -1% | -$696K | 2.2% | 20 |
|
|
2023
Q4 | $61.5M | Buy |
876,751
+27,105
| +3% | +$1.86M | 2.23% | 21 |
|
|
2023
Q3 | $55M | Buy |
849,646
+839,621
| +8,375% | +$58.3M | 2.18% | 21 |
|
|
2023
Q2 | $704K | Sell |
10,025
-28,258
| -74% | -$2.03M | 0.03% | 62 |
|
|
2023
Q1 | $2.66M | Sell |
38,283
-353,568
| -90% | -$23.8M | 0.1% | 49 |
|
|
2022
Q4 | $28M | Sell |
391,851
-920,160
| -70% | -$61.5M | 1% | 34 |
|
|
2022
Q3 | $89.2M | Sell |
1,312,011
-13,799
| -1% | -$1.05M | 3.36% | 11 |
|
|
2022
Q2 | $94.5M | Sell |
1,325,810
-2,002
| -0.2% | -$147K | 3.25% | 11 |
|
|
2022
Q1 | $96.3M | Buy |
1,327,812
+26,655
| +2% | +$1.81M | 3.07% | 13 |
|
|
2021
Q4 | $89.2M | Buy |
1,301,157
+164,429
| +14% | +$10.5M | 2.73% | 17 |
|
|
2021
Q3 | $70.4M | Buy |
1,136,728
+6,476
| +0.6% | +$417K | 2.25% | 23 |
|
|
2021
Q2 | $68.4M | Buy |
1,130,252
+6,171
| +0.5% | +$395K | 2.22% | 23 |
|
|
2021
Q1 | $69.9M | Buy |
1,124,081
+2,429
| +0.2% | +$145K | 2.43% | 19 |
|
|
2020
Q4 | $68.9M | Buy |
1,121,652
+21,205
| +2% | +$1.27M | 2.45% | 20 |
|
|
2020
Q3 | $59.7M | Buy |
1,100,447
+16,995
| +2% | +$908K | 2.33% | 24 |
|
|
2020
Q2 | $56.2M | Buy |
1,083,452
+2,525
| +0.2% | +$140K | 2.33% | 21 |
|
|
2020
Q1 | $58.5M | Sell |
1,080,927
-73
| -0% | -$4.63K | 2.71% | 20 |
|
|
2019
Q4 | $68.9M | Hold |
1,081,000
| – | – | 2.16% | 18 |
|
|
2019
Q3 | $66.8M | Sell |
1,081,000
-329,348
| -23% | -$19.1M | 2.05% | 21 |
|
|
2019
Q2 | $78M | Sell |
1,410,348
-2,202
| -0.2% | -$118K | 2.49% | 15 |
|
|
2019
Q1 | $73M | Buy |
1,412,550
+581,500
| +70% | +$28.5M | 2.41% | 14 |
|
|
2018
Q4 | $36.5M | Sell |
831,050
-45,000
| -5% | -$2.05M | 1.34% | 31 |
|
|
2018
Q3 | $38.2M | Hold |
876,050
| – | – | 1.25% | 34 |
|
|
2018
Q2 | $40.6M | Sell |
876,050
-134,750
| -13% | -$6.03M | 1.38% | 27 |
|
|
2018
Q1 | $45.1M | Sell |
1,010,800
-750
| -0.1% | -$33.3K | 1.6% | 23 |
|
|
2017
Q4 | $48.6M | Buy |
1,011,550
+615,225
| +155% | +$31.3M | 1.54% | 22 |
|
|
2017
Q3 | $19.5M | Buy |
396,325
+119,000
| +43% | +$5.77M | 0.71% | 43 |
|
|
2017
Q2 | $13.3M | Sell |
277,325
-69
| -0% | -$3.46K | 0.49% | 47 |
|
|
2017
Q1 | $13.8M | Sell |
277,394
-716,818
| -72% | -$35.4M | 0.5% | 45 |
|
|
2016
Q4 | $48.9M | Sell |
994,212
-688,743
| -41% | -$33.8M | 1.83% | 18 |
|
|
2016
Q3 | $86.3M | Buy |
1,682,955
+1,055,952
| +168% | +$55.6M | 3.17% | 12 |
|
|
2016
Q2 | $33.6M | Sell |
627,003
-47,642
| -7% | -$2.4M | 1.17% | 31 |
|
|
2016
Q1 | $34.9M | Buy |
674,645
+55,058
| +9% | +$2.68M | 1.25% | 27 |
|
|
2015
Q4 | $29M | Sell |
619,587
-141,721
| -19% | -$6.42M | 1.16% | 28 |
|
|
2015
Q3 | $34M | Sell |
761,308
-39,442
| -5% | -$1.73M | 1.33% | 27 |
|
|
2015
Q2 | $33.6M | Buy |
800,750
+300,000
| +60% | +$13.1M | 1.2% | 29 |
|
|
2015
Q1 | $22.2M | Sell |
500,750
-115,000
| -19% | -$5.46M | 0.76% | 39 |
|
|
2014
Q4 | $30.2M | Sell |
615,750
-96,000
| -13% | -$4.53M | 1.05% | 32 |
|
|
2014
Q3 | $31.1M | Hold |
711,750
| – | – | 1.12% | 29 |
|
|
2014
Q2 | $32.3M | Buy |
711,750
+17,903
| +3% | +$792K | 1.04% | 33 |
|
|
2014
Q1 | $30.5M | Sell |
693,847
-194,001
| -22% | -$8.13M | 1.05% | 34 |
|
|
2013
Q4 | $36.5M | Sell |
887,848
-360,335
| -29% | -$14.9M | 1.21% | 32 |
|
|
2013
Q3 | $51.4M | Sell |
1,248,183
-29,331
| -2% | -$1.26M | 1.58% | 24 |
|
|
2013
Q2 | $56.4M | Buy |
+1,277,514
| New | +$58.7M | 1.78% | 23 |
|
Other funds holding SO
VCM
VPM
W.H. Reaves & Co's SO Position: Q1 2026 in Review
W.H. Reaves & Co increased its Southern Company (SO) stake by 0.48% in Q1 2026, buying an estimated $11K and bringing the position to 24,767 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #68.
W.H. Reaves & Co first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $96.3M in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- W.H. Reaves & Co held 24,767 shares of Southern Company worth $2.39M as of Q1 2026.
- W.H. Reaves & Co bought 119 Southern Company shares in Q1 2026, an estimated $11K.
- Southern Company made up 0.04% of W.H. Reaves & Co's portfolio in Q1 2026, its #68 holding.
- W.H. Reaves & Co first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- W.H. Reaves & Co's Southern Company position peaked at $96.3M in Q1 2022.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on W.H. Reaves & Co's 13F filing for Q1 2026, filed 7 May 2026.