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Accel Wealth Management’s Southern Company SO Stock Holding History

Accel 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 		$241K Buy
2,514
+24
+1% +$2.26K 0.05% 260
2026
Q1 		$240K Sell
2,490
-30
-1% -$2.77K 0.06% 240
2025
Q4 		$220K Buy
2,520
+151
+6% +$13.8K 0.06% 258
2025
Q3 		$225K Buy
2,369
+22
+0.9% +$2.05K 0.07% 248
2025
Q2 		$216K Buy
2,347
+40
+2% +$3.59K 0.07% 239
2025
Q1 		$212K Buy
+2,307
New +$200K 0.08% 226
2024
Q4 		– Sell
-2,266
Closed -$204K – 265
2024
Q3 		$204K Buy
+2,266
New +$194K 0.08% 236
2023
Q2 		– Sell
-1,381
Closed -$96.1K – 750
2023
Q1 		$96.1K Buy
1,381
+3
+0.2% +$202 0.04% 344
2022
Q4 		$98.4K Sell
1,378
-96
-7% -$6.42K 0.05% 241
2022
Q3 		$104K Buy
1,474
+3
+0.2% +$227 0.06% 240
2022
Q2 		$106K Buy
1,471
+3
+0.2% +$220 0.06% 227
2022
Q1 		$109K Buy
1,468
+3
+0.2% +$203 0.06% 246
2021
Q4 		$100K Buy
1,465
+64
+5% +$4.08K 0.05% 258
2021
Q3 		$87K Sell
1,401
-256
-15% -$16.5K 0.06% 244
2021
Q2 		$100K Buy
1,657
+6
+0.4% +$384 0.07% 234
2021
Q1 		$103K Buy
1,651
+66
+4% +$3.95K 0.08% 212
2020
Q4 		$97K Buy
+1,585
New +$95.3K 0.09% 208

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
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
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

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

Accel Wealth Management increased its Southern Company (SO) stake by 0.96% in Q2 2026, buying an estimated $2.26K and bringing the position to 2,514 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #260.

Accel Wealth Management first reported a position in SO in Q4 2020 and has held it in 17 quarters since. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Accel Wealth Management held 2,514 shares of Southern Company worth $241K as of Q2 2026.
  • Accel Wealth Management bought 24 Southern Company shares in Q2 2026, an estimated $2.26K.
  • Southern Company made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Accel Wealth Management first reported a position in Southern Company in Q4 2020 and has held it in 17 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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