Advanced Asset Management Advisors’s Southern Company SO Stock Holding History

Advanced Asset Management 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	$2.47M	Hold	25,805	–	–	0.65%	33
2026 Q1	$2.49M	Hold	25,805	–	–	0.69%	33
2025 Q4	$2.25M	Hold	25,805	–	–	0.61%	35
2025 Q3	$2.45M	Hold	25,805	–	–	0.65%	35
2025 Q2	$2.37M	Hold	25,805	–	–	0.64%	35
2025 Q1	$2.37M	Hold	25,805	–	–	0.65%	35
2024 Q4	$2.12M	Hold	25,805	–	–	0.56%	42
2024 Q3	$2M	Hold	25,805	–	–	0.54%	41
2024 Q2	$2M	Buy	+25,805	New	+$1.96M	0.53%	42
2023 Q1	–	Sell	-861	Closed	-$61.5K	–	215
2022 Q4	$61.5K	Buy	+861	New	+$57.6K	0.02%	92

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Advanced Asset Management Advisors's SO Position: Q2 2026 in Review

Advanced Asset Management Advisors held its Southern Company (SO) position steady in Q2 2026 at 25,805 shares worth $2.47M. The position accounts for 0.65% of the portfolio, ranked #33.

Advanced Asset Management Advisors first reported a position in SO in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.49M in Q1 2026. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Advanced Asset Management Advisors held 25,805 shares of Southern Company worth $2.47M as of Q2 2026.
Advanced Asset Management Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.65% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #33 holding.
Advanced Asset Management Advisors first reported a position in Southern Company in Q4 2022 and has held it in 10 quarters since.
Advanced Asset Management Advisors's Southern Company position peaked at $2.49M in Q1 2026.
426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.