AWM
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Abound Wealth Management’s Southern Company SO Stock Holding History

Abound Wealth Management’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 		$662K Sell
6,920
-267
-4% -$25.1K 0.13% 48
2026
Q1 		$694K Buy
7,187
+35
+0.5% +$3.24K 0.16% 44
2025
Q4 		$624K Buy
7,152
+34
+0.5% +$3.1K 0.15% 42
2025
Q3 		$675K Buy
7,118
+33
+0.5% +$3.08K 0.17% 40
2025
Q2 		$651K Buy
7,085
+32
+0.5% +$2.87K 0.18% 39
2025
Q1 		$649K Sell
7,053
-145
-2% -$12.6K 0.22% 37
2024
Q4 		$593K Buy
7,198
+881
+14% +$77.3K 0.19% 38
2024
Q3 		$570K Buy
6,317
+242
+4% +$20.7K 0.19% 38
2024
Q2 		$471K Buy
6,075
+21
+0.3% +$1.59K 0.17% 39
2024
Q1 		$434K Sell
6,054
-8
-0.1% -$552 0.17% 39
2023
Q4 		$425K Sell
6,062
-2
-0% -$137 0.17% 37
2023
Q3 		$392K Buy
6,064
+51
+0.8% +$3.54K 0.17% 39
2023
Q2 		$422K Buy
6,013
+122
+2% +$8.75K 0.18% 38
2023
Q1 		$410K Buy
5,891
+42
+0.7% +$2.83K 0.18% 36
2022
Q4 		$418K Buy
5,849
+34
+0.6% +$2.27K 0.2% 33
2022
Q3 		$395K Buy
5,815
+60
+1% +$4.54K 0.21% 33
2022
Q2 		$410K Buy
5,755
+13
+0.2% +$955 0.23% 34
2022
Q1 		$416K Buy
5,742
+361
+7% +$24.4K 0.3% 29
2021
Q4 		$369K Buy
+5,381
New +$343K 0.29% 26

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

Abound Wealth Management's SO Position: Q2 2026 in Review

Abound Wealth Management reduced its Southern Company (SO) stake by 3.7% in Q2 2026, selling an estimated $25.1K and leaving 6,920 shares worth $662K. The position accounts for 0.13% of the portfolio, ranked #48.

Abound Wealth Management first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $694K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Abound Wealth Management held 6,920 shares of Southern Company worth $662K as of Q2 2026.
  • Abound Wealth Management sold 267 Southern Company shares in Q2 2026, an estimated $25.1K.
  • Southern Company made up 0.13% of Abound Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Abound Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Southern Company position peaked at $694K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.