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Aaron Wealth Advisors’s Southern Company SO Stock Holding History

Aaron Wealth Advisors’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 		$1.55M Buy
16,175
+5,805
+56% +$547K 0.08% 165
2026
Q1 		$1M Sell
10,370
-907
-8% -$83.9K 0.06% 221
2025
Q4 		$983K Buy
11,277
+801
+8% +$73.1K 0.05% 247
2025
Q3 		$993K Buy
10,476
+4,276
+69% +$399K 0.06% 236
2025
Q2 		$569K Sell
6,200
-118
-2% -$10.6K 0.06% 211
2025
Q1 		$581K Buy
6,318
+346
+6% +$30K 0.07% 188
2024
Q4 		$492K Buy
5,972
+572
+11% +$50.2K 0.06% 204
2024
Q3 		$487K Buy
5,400
+799
+17% +$68.3K 0.06% 194
2024
Q2 		$357K Buy
4,601
+1,276
+38% +$96.7K 0.05% 210
2024
Q1 		$239K Buy
3,325
+230
+7% +$15.9K 0.03% 259
2023
Q4 		$217K Buy
+3,095
New +$213K 0.04% 234
2022
Q2 		– Sell
-22,768
Closed -$314K – 742
2022
Q1 		$314K Buy
+22,768
New +$1.54M ﹤0.01% 649

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aaron Wealth Advisors's SO Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Southern Company (SO) stake by 56% in Q2 2026, buying an estimated $547K and bringing the position to 16,175 shares worth $1.55M. The position accounts for 0.08% of the portfolio, ranked #165.

Aaron Wealth Advisors first reported a position in SO in Q1 2022 and has held it in 12 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Aaron Wealth Advisors held 16,175 shares of Southern Company worth $1.55M as of Q2 2026.
  • Aaron Wealth Advisors bought 5,805 Southern Company shares in Q2 2026, an estimated $547K.
  • Southern Company made up 0.08% of Aaron Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • Aaron Wealth Advisors first reported a position in Southern Company in Q1 2022 and has held it in 12 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.