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Advocate Group’s Southern Company SO Stock Holding History

Advocate Group’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 		$9.72M Buy
101,592
+15,772
+18% +$1.48M 1.46% 24
2026
Q1 		$8.28M Buy
85,820
+34
+0% +$3.15K 1.3% 34
2025
Q4 		$7.48M Sell
85,786
-2,045
-2% -$187K 1.21% 36
2025
Q3 		$8.32M Sell
87,831
-1,542
-2% -$144K 1.37% 27
2025
Q2 		$8.21M Sell
89,373
-1,648
-2% -$148K 1.47% 25
2025
Q1 		$8.37M Sell
91,021
-1,986
-2% -$172K 1.53% 26
2024
Q4 		$7.66M Sell
93,007
-1,391
-1% -$122K 1.44% 30
2024
Q3 		$8.51M Buy
94,398
+264
+0.3% +$22.6K 1.54% 25
2024
Q2 		$7.3M Sell
94,134
-562
-0.6% -$42.6K 1.47% 26
2024
Q1 		$6.79M Sell
94,696
-540
-0.6% -$37.3K 1.35% 31
2023
Q4 		$6.68M Sell
95,236
-5,669
-6% -$389K 1.43% 25
2023
Q3 		$6.53M Sell
100,905
-3,168
-3% -$220K 1.51% 18
2023
Q2 		$7.31M Sell
104,073
-4,071
-4% -$292K 1.61% 19
2023
Q1 		$7.52M Sell
108,144
-14,735
-12% -$992K 1.64% 19
2022
Q4 		$8.77M Sell
122,879
-8,637
-7% -$577K 1.89% 15
2022
Q3 		$8.94M Sell
131,516
-5,716
-4% -$433K 2.21% 7
2022
Q2 		$9.79M Buy
+137,232
New +$10.1M 2.28% 9

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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

Advocate Group's SO Position: Q2 2026 in Review

Advocate Group increased its Southern Company (SO) stake by 18% in Q2 2026, buying an estimated $1.48M and bringing the position to 101,592 shares worth $9.72M. The position accounts for 1.46% of the portfolio, ranked #24.

Advocate Group first reported a position in SO in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.79M in Q2 2022. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Advocate Group held 101,592 shares of Southern Company worth $9.72M as of Q2 2026.
  • Advocate Group bought 15,772 Southern Company shares in Q2 2026, an estimated $1.48M.
  • Southern Company made up 1.46% of Advocate Group's portfolio in Q2 2026, its #24 holding.
  • Advocate Group first reported a position in Southern Company in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Southern Company position peaked at $9.79M in Q2 2022.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.