Activest Wealth Management’s Southern Company SO Stock Holding History

Activest 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	$13.1K	Sell	137 -244	-64%	-$23K	﹤0.01%	531
2026 Q1	$36.8K	Buy	381 +49	+15%	+$4.53K	0.01%	392
2025 Q4	$28.9K	Buy	332 +8	+2%	+$730	0.01%	420
2025 Q3	$30.7K	Buy	324 +16	+5%	+$1.49K	0.01%	318
2025 Q2	$28.3K	Sell	308 -4	-1%	-$359	0.01%	270
2025 Q1	$28.7K	Buy	312 +93	+42%	+$8.05K	0.01%	244
2024 Q4	$18K	Sell	219 -381	-64%	-$33.4K	0.01%	259
2024 Q3	$54.1K	Buy	+600	New	+$51.3K	0.02%	166
2024 Q1	–	Sell	-300	Closed	-$20.7K	–	404
2023 Q4	$21K	Buy	+300	New	+$20.6K	0.01%	141

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Activest Wealth Management reduced its Southern Company (SO) stake by 64% in Q2 2026, selling an estimated $23K and leaving 137 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Activest Wealth Management first reported a position in SO in Q4 2023 and has held it in 9 quarters since. The position peaked at $54.1K in Q3 2024. 970 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Activest Wealth Management held 137 shares of Southern Company worth $13.1K as of Q2 2026.
Activest Wealth Management sold 244 Southern Company shares in Q2 2026, an estimated $23K.
Southern Company made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #531 holding.
Activest Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 9 quarters since.
Activest Wealth Management's Southern Company position peaked at $54.1K in Q3 2024.
970 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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