ACT Advisors’s Southern Company SO Stock Holding History

ACT 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	$215K	Buy	2,249 +47	+2%	+$4.42K	0.07%	67
2026 Q1	$212K	Buy	+2,202	New	+$204K	0.09%	66
2025 Q4	–	Sell	-2,284	Closed	-$216K	–	76
2025 Q3	$216K	Buy	2,284 +10	+0.4%	+$934	0.09%	60
2025 Q2	$209K	Buy	2,274 +88	+4%	+$7.9K	0.1%	54
2025 Q1	$201K	Buy	+2,186	New	+$189K	0.11%	52
2021 Q1	–	Sell	-6,367	Closed	-$391K	–	32
2020 Q4	$391K	Buy	+6,367	New	+$383K	0.35%	23

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

ACT Advisors's SO Position: Q2 2026 in Review

ACT Advisors increased its Southern Company (SO) stake by 2.1% in Q2 2026, buying an estimated $4.42K and bringing the position to 2,249 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #67.

ACT Advisors first reported a position in SO in Q4 2020 and has held it in 6 quarters since. The position peaked at $391K in Q4 2020. 1,210 funds tracked by Wall St. Rank hold SO as of Q2 2026.

ACT Advisors held 2,249 shares of Southern Company worth $215K as of Q2 2026.
ACT Advisors bought 47 Southern Company shares in Q2 2026, an estimated $4.42K.
Southern Company made up 0.07% of ACT Advisors's portfolio in Q2 2026, its #67 holding.
ACT Advisors first reported a position in Southern Company in Q4 2020 and has held it in 6 quarters since.
ACT Advisors's Southern Company position peaked at $391K in Q4 2020.
1,210 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on ACT Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.