William Allan Corp
SO icon

William Allan Corp’s Southern Company SO Stock Holding History

William Allan Corp’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
Q3 		$769K Sell
9,275
-281
-3% -$25.6K 0.39% 45
2026
Q2 		$915K Hold
9,556
– – 0.45% 43
2026
Q1 		$922K Sell
9,556
-292
-3% -$27K 0.55% 40
2025
Q4 		$859K Buy
9,848
+125
+1% +$11.4K 0.49% 41
2025
Q3 		$921K Buy
9,723
+160
+2% +$14.9K 0.52% 42
2025
Q2 		$878K Buy
9,563
+80
+0.8% +$7.18K 0.51% 40
2025
Q1 		$872K Buy
9,483
+975
+11% +$84.4K 0.55% 41
2024
Q4 		$700K Buy
8,508
+30
+0.4% +$2.63K 0.43% 43
2024
Q3 		$765K Buy
8,478
+105
+1% +$8.97K 0.47% 45
2024
Q2 		$650K Sell
8,373
-110
-1% -$8.34K 0.43% 43
2024
Q1 		$609K Sell
8,483
-60
-0.7% -$4.14K 0.4% 44
2023
Q4 		$599K Sell
8,543
-38
-0.4% -$2.61K 0.43% 43
2023
Q3 		$555K Buy
8,581
+50
+0.6% +$3.47K 0.44% 41
2023
Q2 		$599K Sell
8,531
-15
-0.2% -$1.08K 0.46% 38
2023
Q1 		$595K Buy
8,546
+80
+0.9% +$5.39K 0.47% 39
2022
Q4 		$605K Sell
8,466
-439
-5% -$29.4K 0.51% 39
2022
Q3 		$606K Buy
8,905
+355
+4% +$26.9K 0.56% 39
2022
Q2 		$610K Sell
8,550
-8,403
-50% -$617K 0.54% 39
2022
Q1 		$1.23M Sell
16,953
-10,827
-39% -$733K 0.93% 33
2021
Q4 		$1.9M Buy
+27,780
New +$1.77M 1.35% 28

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

William Allan Corp's SO Position: Q3 2026 in Review

William Allan Corp reduced its Southern Company (SO) stake by 2.9% in Q3 2026, selling an estimated $25.6K and leaving 9,275 shares worth $769K. The position accounts for 0.39% of the portfolio, ranked #45.

William Allan Corp first reported a position in SO in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.9M in Q4 2021. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • William Allan Corp held 9,275 shares of Southern Company worth $769K as of Q3 2026.
  • William Allan Corp sold 281 Southern Company shares in Q3 2026, an estimated $25.6K.
  • Southern Company made up 0.39% of William Allan Corp's portfolio in Q3 2026, its #45 holding.
  • William Allan Corp first reported a position in Southern Company in Q4 2021 and has held it in 20 quarters since.
  • William Allan Corp's Southern Company position peaked at $1.9M in Q4 2021.
  • 979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on William Allan Corp's 13F filing for Q3 2026, filed 14 Oct 2026.