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ADKINS SEALE CAPITAL MANAGEMENT LLC’s Southern Company SO Stock Holding History

ADKINS SEALE CAPITAL MANAGEMENT LLC’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 		$29.3K Hold
305
– – 0.03% 162
2026
Q1 		$29.5K Hold
305
– – 0.03% 154
2025
Q4 		$26.7K Buy
+305
New +$27.8K 0.03% 158

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

ADKINS SEALE CAPITAL MANAGEMENT LLC's SO Position: Q2 2026 in Review

ADKINS SEALE CAPITAL MANAGEMENT LLC held its Southern Company (SO) position steady in Q2 2026 at 305 shares worth $29.3K. The position accounts for 0.03% of the portfolio, ranked #162.

ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.5K in Q1 2026. 1,447 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • ADKINS SEALE CAPITAL MANAGEMENT LLC held 305 shares of Southern Company worth $29.3K as of Q2 2026.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.03% of ADKINS SEALE CAPITAL MANAGEMENT LLC's portfolio in Q2 2026, its #162 holding.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • ADKINS SEALE CAPITAL MANAGEMENT LLC's Southern Company position peaked at $29.5K in Q1 2026.
  • 1,447 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on ADKINS SEALE CAPITAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 5 Aug 2026.