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Approach Retirement Advisors’s Southern Company SO Stock Holding History

Approach Retirement 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 		$581K Buy
6,067
+216
+4% +$20.3K 0.42% 44
2026
Q1 		$565K Buy
5,851
+506
+9% +$46.8K 0.47% 42
2025
Q4 		$466K Buy
+5,345
New +$488K 0.4% 45

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Approach Retirement Advisors's SO Position: Q2 2026 in Review

Approach Retirement Advisors increased its Southern Company (SO) stake by 3.7% in Q2 2026, buying an estimated $20.3K and bringing the position to 6,067 shares worth $581K. The position accounts for 0.42% of the portfolio, ranked #44.

Approach Retirement Advisors first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 1,385 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Approach Retirement Advisors held 6,067 shares of Southern Company worth $581K as of Q2 2026.
  • Approach Retirement Advisors bought 216 Southern Company shares in Q2 2026, an estimated $20.3K.
  • Southern Company made up 0.42% of Approach Retirement Advisors's portfolio in Q2 2026, its #44 holding.
  • Approach Retirement Advisors first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.