AdviceOne Advisory Services’s Southern Company SO Stock Holding History

AdviceOne Advisory Services’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	$469K	Hold	4,900	–	–	0.26%	24
2026 Q1	$473K	Hold	4,900	–	–	0.29%	17
2025 Q4	$427K	Hold	4,900	–	–	0.25%	21
2025 Q3	$464K	Buy	4,900 +267	+6%	+$24.9K	0.31%	21
2025 Q2	$425K	Hold	4,633	–	–	0.31%	16
2025 Q1	$426K	Hold	4,633	–	–	0.35%	15
2024 Q4	$381K	Buy	+4,633	New	+$406K	0.34%	15

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

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

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

AdviceOne Advisory Services's SO Position: Q2 2026 in Review

AdviceOne Advisory Services held its Southern Company (SO) position steady in Q2 2026 at 4,900 shares worth $469K. The position accounts for 0.26% of the portfolio, ranked #24.

AdviceOne Advisory Services first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $473K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

AdviceOne Advisory Services held 4,900 shares of Southern Company worth $469K as of Q2 2026.
AdviceOne Advisory Services left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.26% of AdviceOne Advisory Services's portfolio in Q2 2026, its #24 holding.
AdviceOne Advisory Services first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
AdviceOne Advisory Services's Southern Company position peaked at $473K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.