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Alteri Wealth’s Southern Company SO Stock Holding History

Alteri Wealth’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 		$269K Buy
2,813
+7
+0.2% +$659 0.07% 242
2026
Q1 		$271K Buy
2,806
+60
+2% +$5.55K 0.09% 232
2025
Q4 		$239K Buy
2,746
+24
+0.9% +$2.19K 0.08% 252
2025
Q3 		$258K Buy
2,722
+67
+3% +$6.25K 0.09% 237
2025
Q2 		$244K Buy
2,655
+78
+3% +$7.01K 0.09% 232
2025
Q1 		$237K Sell
2,577
-357
-12% -$30.9K 0.1% 221
2024
Q4 		$242K Buy
+2,934
New +$257K 0.07% 213

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

Alteri Wealth's SO Position: Q2 2026 in Review

Alteri Wealth increased its Southern Company (SO) stake by 0.25% in Q2 2026, buying an estimated $659 and bringing the position to 2,813 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #242.

Alteri Wealth first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $271K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Alteri Wealth held 2,813 shares of Southern Company worth $269K as of Q2 2026.
  • Alteri Wealth bought 7 Southern Company shares in Q2 2026, an estimated $659.
  • Southern Company made up 0.07% of Alteri Wealth's portfolio in Q2 2026, its #242 holding.
  • Alteri Wealth first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Southern Company position peaked at $271K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.