AGH Wealth Advisors’s Southern Company SO Stock Holding History

AGH Wealth 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	$203K	Buy	+2,126	New	+$200K	0.13%	128
2025 Q4	–	Sell	-2,351	Closed	-$223K	–	126
2025 Q3	$223K	Buy	2,351 +5	+0.2%	+$467	0.16%	114
2025 Q2	$215K	Buy	2,346 +101	+4%	+$9.07K	0.18%	119
2025 Q1	$206K	Buy	+2,245	New	+$194K	0.2%	113

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

AGH Wealth Advisors's SO Position: Q2 2026 in Review

AGH Wealth Advisors opened a new position in Southern Company (SO) in Q2 2026: 2,126 shares worth $203K. The stake represents 0.13% of the portfolio and ranks #128 among its holdings. This is a return to the name: AGH Wealth Advisors previously reported a position in SO as recently as Q3 2025.

AGH Wealth Advisors first reported a position in SO in Q1 2025 and has held it in 4 quarters since. The position peaked at $223K in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

AGH Wealth Advisors held 2,126 shares of Southern Company worth $203K as of Q2 2026.
Southern Company was a new AGH Wealth Advisors position in Q2 2026.
Southern Company made up 0.13% of AGH Wealth Advisors's portfolio in Q2 2026, its #128 holding.
AGH Wealth Advisors first reported a position in Southern Company in Q1 2025 and has held it in 4 quarters since.
AGH Wealth Advisors's Southern Company position peaked at $223K in Q3 2025.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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