West Paces 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
Q1 | $3.26M | Hold |
33,747
| – | – | 0.63% | 21 |
|
|
2025
Q4 | $2.94M | Buy |
33,747
+2,379
| +8% | +$217K | 0.57% | 26 |
|
|
2025
Q3 | $2.97M | Sell |
31,368
-98
| -0.3% | -$9.15K | 0.59% | 25 |
|
|
2025
Q2 | $2.89M | Buy |
31,466
+4,047
| +15% | +$363K | 0.61% | 24 |
|
|
2025
Q1 | $2.52M | Buy |
27,419
+22,207
| +426% | +$1.92M | 0.57% | 22 |
|
|
2024
Q4 | $429K | Hold |
5,212
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $470K | Buy |
5,212
+2,800
| +116% | +$239K | 0.12% | 90 |
|
|
2024
Q2 | $187K | Sell |
2,412
-400
| -14% | -$30.3K | 0.05% | 126 |
|
|
2024
Q1 | $202K | Buy |
2,812
+974
| +53% | +$67.2K | 0.05% | 126 |
|
|
2023
Q4 | $129K | Hold |
1,838
| – | – | 0.04% | 152 |
|
|
2023
Q3 | $119K | Sell |
1,838
-24
| -1% | -$1.67K | 0.04% | 156 |
|
|
2023
Q2 | $131K | Sell |
1,862
-425
| -19% | -$30.5K | 0.04% | 154 |
|
|
2023
Q1 | $159K | Sell |
2,287
-923
| -29% | -$62.1K | 0.05% | 136 |
|
|
2022
Q4 | $229K | Sell |
3,210
-163
| -5% | -$10.9K | 0.07% | 112 |
|
|
2022
Q3 | $229K | Sell |
3,373
-5
| -0.1% | -$379 | 0.08% | 110 |
|
|
2022
Q2 | $241K | Buy |
3,378
+22
| +0.7% | +$1.61K | 0.08% | 108 |
|
|
2022
Q1 | $243K | Sell |
3,356
-1,870
| -36% | -$127K | 0.08% | 114 |
|
|
2021
Q4 | $358K | Buy |
5,226
+3,229
| +162% | +$206K | 0.11% | 97 |
|
|
2021
Q3 | $124K | Buy |
1,997
+229
| +13% | +$14.7K | 0.04% | 140 |
|
|
2021
Q2 | $107K | Buy |
1,768
+51
| +3% | +$3.26K | 0.04% | 140 |
|
|
2021
Q1 | $107K | Hold |
1,717
| – | – | 0.04% | 134 |
|
|
2020
Q4 | $105K | Hold |
1,717
| – | – | 0.05% | 132 |
|
|
2020
Q3 | $93.1K | Sell |
1,717
-80
| -4% | -$4.28K | 0.05% | 138 |
|
|
2020
Q2 | $93.2K | Hold |
1,797
| – | – | 0.05% | 137 |
|
|
2020
Q1 | $97.3K | Buy |
1,797
+595
| +50% | +$37.7K | 0.06% | 131 |
|
|
2019
Q4 | $76.6K | Buy |
1,202
+160
| +15% | +$9.91K | 0.04% | 159 |
|
|
2019
Q3 | $64.4K | Hold |
1,042
| – | – | 0.04% | 164 |
|
|
2019
Q2 | $57.6K | Hold |
1,042
| – | – | 0.04% | 163 |
|
|
2019
Q1 | $53.9K | Hold |
1,042
| – | – | 0.04% | 170 |
|
|
2018
Q4 | $45.8K | Hold |
1,042
| – | – | 0.04% | 178 |
|
|
2018
Q3 | $45.4K | Hold |
1,042
| – | – | 0.03% | 183 |
|
|
2018
Q2 | $48.3K | Buy |
1,042
+117
| +13% | +$5.24K | 0.04% | 180 |
|
|
2018
Q1 | $41.3K | Hold |
925
| – | – | 0.03% | 181 |
|
|
2017
Q4 | $44.5K | Hold |
925
| – | – | 0.03% | 187 |
|
|
2017
Q3 | $45.5K | Hold |
925
| – | – | 0.03% | 181 |
|
|
2017
Q2 | $44.3K | Hold |
925
| – | – | 0.04% | 178 |
|
|
2017
Q1 | $46K | Hold |
925
| – | – | 0.04% | 174 |
|
|
2016
Q4 | $45.5K | Buy |
+925
| New | +$45.4K | 0.04% | 186 |
|
Other funds holding SO
VCM
VPM
West Paces Advisors's SO Position: Q1 2026 in Review
West Paces Advisors held its Southern Company (SO) position steady in Q1 2026 at 33,747 shares worth $3.26M. The position accounts for 0.63% of the portfolio, ranked #21.
West Paces Advisors first reported a position in SO in Q4 2016 and has held it in 38 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- West Paces Advisors held 33,747 shares of Southern Company worth $3.26M as of Q1 2026.
- West Paces Advisors left its Southern Company share count unchanged in Q1 2026.
- Southern Company made up 0.63% of West Paces Advisors's portfolio in Q1 2026, its #21 holding.
- West Paces Advisors first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on West Paces Advisors's 13F filing for Q1 2026, filed 5 May 2026.