Abacus Planning Group’s Southern Company SO Stock Holding History

Abacus Planning Group’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	$291K	Buy	3,038 +879	+41%	+$82.8K	0.04%	205
2026 Q1	$208K	Sell	2,159 -384	-15%	-$35.5K	0.03%	250
2025 Q4	$222K	Buy	2,543 +165	+7%	+$15.1K	0.03%	236
2025 Q3	$225K	Hold	2,378	–	–	0.03%	226
2025 Q2	$218K	Sell	2,378 -120	-5%	-$10.8K	0.03%	221
2025 Q1	$230K	Buy	+2,498	New	+$216K	0.04%	192
2023 Q3	–	Sell	-2,944	Closed	-$207K	–	200
2023 Q2	$207K	Hold	2,944	–	–	0.05%	181
2023 Q1	$205K	Hold	2,944	–	–	0.05%	171
2022 Q4	$210K	Buy	+2,944	New	+$197K	0.06%	162
2022 Q3	–	Sell	-4,141	Closed	-$295K	–	198
2022 Q2	$295K	Hold	4,141	–	–	0.09%	136
2022 Q1	$300K	Hold	4,141	–	–	0.08%	152
2021 Q4	$284K	Buy	+4,141	New	+$264K	0.08%	161
2018 Q1	–	Sell	-4,167	Closed	-$200K	–	134
2017 Q4	$200K	Buy	+4,167	New	+$212K	0.2%	113

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Abacus Planning Group's SO Position: Q2 2026 in Review

Abacus Planning Group increased its Southern Company (SO) stake by 41% in Q2 2026, buying an estimated $82.8K and bringing the position to 3,038 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #205.

Abacus Planning Group first reported a position in SO in Q4 2017 and has held it in 13 quarters since. The position peaked at $300K in Q1 2022. 717 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Abacus Planning Group held 3,038 shares of Southern Company worth $291K as of Q2 2026.
Abacus Planning Group bought 879 Southern Company shares in Q2 2026, an estimated $82.8K.
Southern Company made up 0.04% of Abacus Planning Group's portfolio in Q2 2026, its #205 holding.
Abacus Planning Group first reported a position in Southern Company in Q4 2017 and has held it in 13 quarters since.
Abacus Planning Group's Southern Company position peaked at $300K in Q1 2022.
717 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.