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Whitney & Co’s Southern Company SO Stock Holding History

Whitney & Co’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$360K Buy
3,761
+11
+0.3% +$1.04K 0.03% 139
2026
Q1 		$362K Buy
3,750
+700
+23% +$64.8K 0.03% 137
2025
Q4 		$266K Buy
+3,050
New +$278K 0.02% 148
2018
Q4 		– Sell
-1,217
Closed -$57K – 396
2018
Q3 		$57K Sell
1,217
-483
-28% -$22.3K 0.01% 172
2018
Q2 		$79K Sell
1,700
-77,048
-98% -$3.45M 0.02% 138
2018
Q1 		$3.52M Sell
78,748
-14,730
-16% -$654K 1.01% 44
2017
Q4 		$4.5M Sell
93,478
-142
-0.2% -$7.24K 1.3% 33
2017
Q3 		$4.48M Buy
93,620
+50
+0.1% +$2.42K 1.5% 26
2017
Q2 		$4.48M Buy
93,570
+3,425
+4% +$172K 1.47% 27
2017
Q1 		$4.49M Buy
90,145
+2,345
+3% +$116K 1.63% 22
2016
Q4 		$4.32M Buy
87,800
+2,985
+4% +$147K 1.63% 20
2016
Q3 		$4.35M Sell
84,815
-675
-0.8% -$35.5K 1.74% 18
2016
Q2 		$4.58M Sell
85,490
-50
-0.1% -$2.52K 1.86% 15
2016
Q1 		$4.42M Buy
85,540
+1,415
+2% +$68.9K 1.9% 15
2015
Q4 		$3.94M Buy
84,125
+625
+0.7% +$28.3K 1.72% 14
2015
Q3 		$3.73M Buy
83,500
+2,700
+3% +$118K 1.69% 15
2015
Q2 		$3.39M Buy
80,800
+1,400
+2% +$61K 1.48% 27
2015
Q1 		$3.52M Buy
79,400
+3,400
+4% +$162K 1.57% 25
2014
Q4 		$3.73M Buy
76,000
+7,450
+11% +$352K 1.67% 21
2014
Q3 		$2.99M Buy
68,550
+700
+1% +$30.8K 1.38% 34
2014
Q2 		$3.08M Buy
67,850
+3,950
+6% +$175K 1.42% 33
2014
Q1 		$2.81M Buy
63,900
+3,300
+5% +$138K 1.41% 36
2013
Q4 		$2.49M Buy
60,600
+12,600
+26% +$520K 1.37% 37
2013
Q3 		$1.98M Buy
48,000
+1,600
+3% +$68.9K 1.38% 35
2013
Q2 		$2.05M Buy
+46,400
New +$2.13M 1.5% 33

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Whitney & Co's SO Position: Q2 2026 in Review

Whitney & Co increased its Southern Company (SO) stake by 0.29% in Q2 2026, buying an estimated $1.04K and bringing the position to 3,761 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #139.

Whitney & Co first reported a position in SO in Q2 2013 and has held it in 25 quarters since. The position peaked at $4.58M in Q2 2016. 1,151 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Whitney & Co held 3,761 shares of Southern Company worth $360K as of Q2 2026.
  • Whitney & Co bought 11 Southern Company shares in Q2 2026, an estimated $1.04K.
  • Southern Company made up 0.03% of Whitney & Co's portfolio in Q2 2026, its #139 holding.
  • Whitney & Co first reported a position in Southern Company in Q2 2013 and has held it in 25 quarters since.
  • Whitney & Co's Southern Company position peaked at $4.58M in Q2 2016.
  • 1,151 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.