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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
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 		$1.91M Buy
+27,780
New +$1.77M 1.35% 28

Other funds holding SO

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

William Allan Corp's SO Position: Q2 2026 in Review

William Allan Corp held its Southern Company (SO) position steady in Q2 2026 at 9,556 shares worth $915K. The position accounts for 0.45% of the portfolio, ranked #43.

William Allan Corp first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q4 2021. 918 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • William Allan Corp held 9,556 shares of Southern Company worth $915K as of Q2 2026.
  • William Allan Corp left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.45% of William Allan Corp's portfolio in Q2 2026, its #43 holding.
  • William Allan Corp first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • William Allan Corp's Southern Company position peaked at $1.91M in Q4 2021.
  • 918 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on William Allan Corp's 13F filing for Q2 2026, filed 28 Jul 2026.