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Woodmont Investment Counsel’s Southern Company SO Stock Holding History

Woodmont Investment Counsel’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 		$3.16M Sell
33,049
-153
-0.5% -$14.4K 0.17% 87
2026
Q1 		$3.2M Buy
33,202
+264
+0.8% +$24.4K 0.2% 80
2025
Q4 		$2.87M Sell
32,938
-57
-0.2% -$5.2K 0.18% 84
2025
Q3 		$3.13M Sell
32,995
-106
-0.3% -$9.9K 0.21% 80
2025
Q2 		$3.04M Sell
33,101
-264
-0.8% -$23.7K 0.2% 84
2025
Q1 		$3.07M Sell
33,365
-2,291
-6% -$198K 0.22% 78
2024
Q4 		$2.94M Sell
35,656
-167
-0.5% -$14.7K 0.22% 76
2024
Q3 		$3.23M Buy
35,823
+168
+0.5% +$14.4K 0.24% 74
2024
Q2 		$2.77M Sell
35,655
-433
-1% -$32.8K 0.23% 75
2024
Q1 		$2.59M Sell
36,088
-654
-2% -$45.1K 0.22% 83
2023
Q4 		$2.58M Sell
36,742
-809
-2% -$55.6K 0.24% 79
2023
Q3 		$2.43M Sell
37,551
-795
-2% -$55.2K 0.26% 80
2023
Q2 		$2.69M Sell
38,346
-509
-1% -$36.5K 0.28% 76
2023
Q1 		$2.7M Sell
38,855
-2,188
-5% -$147K 0.29% 76
2022
Q4 		$2.93M Buy
41,043
+65
+0.2% +$4.35K 0.33% 70
2022
Q3 		$2.79M Sell
40,978
-175
-0.4% -$13.3K 0.35% 71
2022
Q2 		$2.94M Sell
41,153
-815
-2% -$59.8K 0.36% 70
2022
Q1 		$3.04M Buy
41,968
+7,895
+23% +$535K 0.35% 72
2021
Q4 		$2.34M Sell
34,073
-121
-0.4% -$7.71K 0.3% 76
2021
Q3 		$2.12M Buy
34,194
+45
+0.1% +$2.9K 0.31% 77
2021
Q2 		$2.07M Sell
34,149
-2,575
-7% -$165K 0.32% 73
2021
Q1 		$2.28M Buy
36,724
+58
+0.2% +$3.47K 0.39% 64
2020
Q4 		$2.25M Sell
36,666
-297
-0.8% -$17.9K 0.42% 60
2020
Q3 		$2M Buy
36,963
+5,098
+16% +$272K 0.43% 59
2020
Q2 		$1.65M Buy
31,865
+1,716
+6% +$95.4K 0.4% 65
2020
Q1 		$1.63M Sell
30,149
-16,025
-35% -$1.02M 0.45% 57
2019
Q4 		$2.94M Buy
46,174
+89
+0.2% +$5.51K 0.67% 42
2019
Q3 		$2.85M Sell
46,085
-40,712
-47% -$2.36M 0.7% 40
2019
Q2 		$4.8M Sell
86,797
-5,504
-6% -$295K 1.19% 24
2019
Q1 		$4.77M Sell
92,301
-14,264
-13% -$699K 1.24% 23
2018
Q4 		$4.68M Sell
106,565
-8,349
-7% -$380K 1.32% 22
2018
Q3 		$5.01M Sell
114,914
-43,267
-27% -$1.99M 1.37% 24
2018
Q2 		$7.33M Sell
158,181
-619
-0.4% -$27.7K 2.02% 10
2018
Q1 		$7.09M Buy
158,800
+60,899
+62% +$2.7M 1.96% 10
2017
Q4 		$4.71M Buy
97,901
+3,619
+4% +$184K 1.21% 21
2017
Q3 		$4.63M Buy
94,282
+3,087
+3% +$150K 1.26% 20
2017
Q2 		$4.37M Sell
91,195
-5,857
-6% -$294K 1.23% 21
2017
Q1 		$4.77M Hold
97,052
– – 1.39% 17
2016
Q4 		$4.77M Buy
97,052
+5,535
+6% +$272K 1.37% 17
2016
Q3 		$4.7M Sell
91,517
-1,673
-2% -$88.1K 1.35% 16
2016
Q2 		$5M Sell
93,190
-3,591
-4% -$181K 1.49% 14
2016
Q1 		$5.01M Sell
96,781
-17,303
-15% -$843K 1.51% 14
2015
Q4 		$5.34M Buy
114,084
+650
+0.6% +$29.5K 1.57% 10
2015
Q3 		$5.07M Sell
113,434
-5,325
-4% -$234K 1.54% 12
2015
Q2 		$4.98M Sell
118,759
-8,850
-7% -$386K 1.44% 13
2015
Q1 		$5.65M Buy
127,609
+54,453
+74% +$2.59M 1.74% 10
2014
Q4 		$3.59M Sell
73,156
-1,981
-3% -$93.5K 1.1% 25
2014
Q3 		$3.28M Sell
75,137
-1,822
-2% -$80K 0.94% 30
2014
Q2 		$3.49M Sell
76,959
-125
-0.2% -$5.53K 0.99% 29
2014
Q1 		$3.39M Buy
77,084
+5,481
+8% +$230K 0.98% 29
2013
Q4 		$2.94M Buy
71,603
+4,961
+7% +$205K 0.88% 35
2013
Q3 		$2.74M Buy
66,642
+5,600
+9% +$241K 1% 32
2013
Q2 		$2.69M Buy
+61,042
New +$2.81M 0.9% 31

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

Woodmont Investment Counsel's SO Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its Southern Company (SO) stake by 0.46% in Q2 2026, selling an estimated $14.4K and leaving 33,049 shares worth $3.16M. The position accounts for 0.17% of the portfolio, ranked #87.

Woodmont Investment Counsel first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.33M in Q2 2018. 1,146 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Woodmont Investment Counsel held 33,049 shares of Southern Company worth $3.16M as of Q2 2026.
  • Woodmont Investment Counsel sold 153 Southern Company shares in Q2 2026, an estimated $14.4K.
  • Southern Company made up 0.17% of Woodmont Investment Counsel's portfolio in Q2 2026, its #87 holding.
  • Woodmont Investment Counsel first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Woodmont Investment Counsel's Southern Company position peaked at $7.33M in Q2 2018.
  • 1,146 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.