Wedbush Securities’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 | $2.45M | Buy |
25,344
+569
| +2% | +$52.6K | 0.07% | 220 |
|
|
2025
Q4 | $2.16M | Buy |
24,775
+1,006
| +4% | +$91.8K | 0.06% | 237 |
|
|
2025
Q3 | $2.25M | Buy |
23,769
+1,379
| +6% | +$129K | 0.07% | 209 |
|
|
2025
Q2 | $2.06M | Buy |
22,390
+697
| +3% | +$62.6K | 0.07% | 203 |
|
|
2025
Q1 | $2M | Buy |
21,693
+413
| +2% | +$35.8K | 0.07% | 200 |
|
|
2024
Q4 | $1.75M | Buy |
21,280
+488
| +2% | +$42.8K | 0.06% | 224 |
|
|
2024
Q3 | $1.88M | Sell |
20,792
-2,250
| -10% | -$192K | 0.07% | 202 |
|
|
2024
Q2 | $1.79M | Buy |
23,042
+1,119
| +5% | +$84.8K | 0.06% | 219 |
|
|
2024
Q1 | $1.57M | Buy |
21,923
+2,282
| +12% | +$158K | 0.06% | 259 |
|
|
2023
Q4 | $1.38M | Buy |
19,641
+268
| +1% | +$18.4K | 0.06% | 250 |
|
|
2023
Q3 | $1.25M | Buy |
19,373
+608
| +3% | +$42.2K | 0.06% | 248 |
|
|
2023
Q2 | $1.32M | Buy |
18,765
+225
| +1% | +$16.1K | 0.06% | 249 |
|
|
2023
Q1 | $1.29M | Buy |
18,540
+532
| +3% | +$35.8K | 0.06% | 255 |
|
|
2022
Q4 | $1.29M | Buy |
18,008
+406
| +2% | +$27.1K | 0.07% | 243 |
|
|
2022
Q3 | $1.2M | Sell |
17,602
-3,841
| -18% | -$291K | 0.07% | 239 |
|
|
2022
Q2 | $1.53M | Buy |
21,443
+753
| +4% | +$55.3K | 0.08% | 193 |
|
|
2022
Q1 | $1.5M | Sell |
20,690
-929
| -4% | -$62.9K | 0.07% | 243 |
|
|
2021
Q4 | $1.48M | Sell |
21,619
-4,603
| -18% | -$293K | 0.06% | 257 |
|
|
2021
Q3 | $1.63M | Buy |
26,222
+240
| +0.9% | +$15.5K | 0.08% | 228 |
|
|
2021
Q2 | $1.57M | Buy |
25,982
+4,320
| +20% | +$276K | 0.07% | 244 |
|
|
2021
Q1 | $1.35M | Buy |
21,662
+1,506
| +7% | +$90.2K | 0.07% | 256 |
|
|
2020
Q4 | $1.24M | Buy |
20,156
+5,304
| +36% | +$319K | 0.11% | 198 |
|
|
2020
Q3 | $805K | Sell |
14,852
-5,554
| -27% | -$297K | 0.08% | 273 |
|
|
2020
Q2 | $1.06M | Sell |
20,406
-2,171
| -10% | -$121K | 0.1% | 209 |
|
|
2020
Q1 | $1.22M | Sell |
22,577
-2,001
| -8% | -$127K | 0.15% | 145 |
|
|
2019
Q4 | $1.57M | Sell |
24,578
-9,051
| -27% | -$561K | 0.14% | 167 |
|
|
2019
Q3 | $2.08M | Buy |
33,629
+440
| +1% | +$25.5K | 0.2% | 112 |
|
|
2019
Q2 | $1.83M | Buy |
33,189
+648
| +2% | +$34.7K | 0.18% | 129 |
|
|
2019
Q1 | $1.68M | Buy |
32,541
+256
| +0.8% | +$12.5K | 0.18% | 125 |
|
|
2018
Q4 | $1.42M | Buy |
32,285
+1,668
| +5% | +$75.8K | 0.18% | 131 |
|
|
2018
Q3 | $1.33M | Buy |
30,617
+99
| +0.3% | +$4.56K | 0.15% | 149 |
|
|
2018
Q2 | $1.41M | Sell |
30,518
-1,972
| -6% | -$88.3K | 0.18% | 133 |
|
|
2018
Q1 | $1.45M | Buy |
32,490
+201
| +0.6% | +$8.92K | 0.19% | 123 |
|
|
2017
Q4 | $1.55M | Sell |
32,289
-2,001
| -6% | -$102K | 0.19% | 115 |
|
|
2017
Q3 | $1.69M | Buy |
34,290
+3,276
| +11% | +$159K | 0.22% | 94 |
|
|
2017
Q2 | $1.49M | Sell |
31,014
-549
| -2% | -$27.5K | 0.19% | 110 |
|
|
2017
Q1 | $1.57M | Buy |
31,563
+772
| +3% | +$38.2K | 0.21% | 95 |
|
|
2016
Q4 | $1.51M | Buy |
30,791
+1,002
| +3% | +$49.2K | 0.22% | 87 |
|
|
2016
Q3 | $1.53M | Buy |
29,789
+6,418
| +27% | +$338K | 0.23% | 84 |
|
|
2016
Q2 | $1.25M | Sell |
23,371
-59
| -0.3% | -$2.97K | 0.21% | 107 |
|
|
2016
Q1 | $1.21M | Sell |
23,430
-1,239
| -5% | -$60.4K | 0.21% | 106 |
|
|
2015
Q4 | $1.15M | Buy |
24,669
+2,994
| +14% | +$136K | 0.21% | 105 |
|
|
2015
Q3 | $969K | Sell |
21,675
-27
| -0.1% | -$1.19K | 0.19% | 119 |
|
|
2015
Q2 | $909K | Buy |
21,702
+366
| +2% | +$15.9K | 0.17% | 142 |
|
|
2015
Q1 | $945K | Buy |
21,336
+3,548
| +20% | +$169K | 0.16% | 142 |
|
|
2014
Q4 | $874K | Sell |
17,788
-2,125
| -11% | -$100K | 0.13% | 149 |
|
|
2014
Q3 | $869K | Buy |
19,913
+2,150
| +12% | +$94.4K | 0.14% | 149 |
|
|
2014
Q2 | $806K | Sell |
17,763
-7,842
| -31% | -$347K | 0.13% | 162 |
|
|
2014
Q1 | $1.13M | Sell |
25,605
-4,155
| -14% | -$174K | 0.2% | 119 |
|
|
2013
Q4 | $1.22M | Sell |
29,760
-14,093
| -32% | -$582K | 0.29% | 87 |
|
|
2013
Q3 | $1.81M | Buy |
43,853
+1,432
| +3% | +$61.7K | 0.48% | 53 |
|
|
2013
Q2 | $1.87M | Buy |
+42,421
| New | +$1.95M | 0.51% | 45 |
|
Other funds holding SO
VCM
VPM
Wedbush Securities's SO Position: Q1 2026 in Review
Wedbush Securities increased its Southern Company (SO) stake by 2.3% in Q1 2026, buying an estimated $52.6K and bringing the position to 25,344 shares worth $2.45M. The position accounts for 0.07% of the portfolio, ranked #220.
Wedbush Securities first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Wedbush Securities held 25,344 shares of Southern Company worth $2.45M as of Q1 2026.
- Wedbush Securities bought 569 Southern Company shares in Q1 2026, an estimated $52.6K.
- Southern Company made up 0.07% of Wedbush Securities's portfolio in Q1 2026, its #220 holding.
- Wedbush Securities first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.