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Archford Capital Strategies’s Southern Company SO Stock Holding History

Archford Capital Strategies’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 		$1.17M Sell
12,191
-38
-0.3% -$3.58K 0.12% 150
2026
Q1 		$1.18M Sell
12,229
-684
-5% -$63.3K 0.14% 151
2025
Q4 		$1.13M Sell
12,913
-1,306
-9% -$119K 0.13% 150
2025
Q3 		$1.35M Sell
14,219
-277
-2% -$25.9K 0.16% 131
2025
Q2 		$1.33M Buy
14,496
+896
+7% +$80.5K 0.17% 121
2025
Q1 		$1.25M Sell
13,600
-154
-1% -$13.3K 0.18% 129
2024
Q4 		$1.13M Sell
13,754
-9
-0.1% -$790 0.17% 129
2024
Q3 		$1.24M Sell
13,763
-1,093
-7% -$93.4K 0.19% 122
2024
Q2 		$1.15M Sell
14,856
-219
-1% -$16.6K 0.19% 120
2024
Q1 		$1.08M Sell
15,075
-204
-1% -$14.1K 0.18% 126
2023
Q4 		$1.07M Sell
15,279
-1,485
-9% -$102K 0.2% 122
2023
Q3 		$1.08M Buy
16,764
+3,380
+25% +$235K 0.22% 113
2023
Q2 		$976K Buy
13,384
+3,074
+30% +$220K 0.19% 130
2023
Q1 		$737K Buy
10,310
+10
+0.1% +$673 0.15% 153
2022
Q4 		$736K Buy
10,300
+466
+5% +$31.2K 0.17% 143
2022
Q3 		$669K Sell
9,834
-23
-0.2% -$1.74K 0.17% 141
2022
Q2 		$703K Buy
9,857
+246
+3% +$18.1K 0.18% 143
2022
Q1 		$715K Buy
9,611
+1,915
+25% +$130K 0.16% 146
2021
Q4 		$528K Buy
7,696
+1,349
+21% +$86K 0.12% 177
2021
Q3 		$393K Sell
6,347
-66
-1% -$4.25K 0.09% 218
2021
Q2 		$388K Sell
6,413
-1,583
-20% -$101K 0.1% 211
2021
Q1 		$516K Sell
7,996
-8,630
-52% -$517K 0.14% 164
2020
Q4 		$1.02M Buy
16,626
+41
+0.2% +$2.46K 0.24% 126
2020
Q3 		$899K Buy
16,585
+14
+0.1% +$748 0.24% 119
2020
Q2 		$859K Buy
16,571
+108
+0.7% +$6K 0.26% 115
2020
Q1 		$891K Buy
16,463
+360
+2% +$22.8K 0.35% 94
2019
Q4 		$1.03M Sell
16,103
-94
-0.6% -$5.83K 0.35% 85
2019
Q3 		$1M Sell
16,197
-322
-2% -$18.7K 0.37% 84
2019
Q2 		$913K Sell
16,519
-119
-0.7% -$6.37K 0.33% 89
2019
Q1 		$860K Sell
16,638
-84
-0.5% -$4.12K 0.32% 94
2018
Q4 		$734K Sell
16,722
-245
-1% -$11.1K 0.29% 101
2018
Q3 		$740K Sell
16,967
-1,239
-7% -$57.1K 0.27% 108
2018
Q2 		$843K Sell
18,206
-369
-2% -$16.5K 0.3% 99
2018
Q1 		$893K Hold
18,575
– – 0.37% 89
2017
Q4 		$893K Sell
18,575
-371
-2% -$18.9K 0.33% 100
2017
Q3 		$931K Buy
18,946
+120
+0.6% +$5.82K 0.35% 103
2017
Q2 		$901K Buy
18,826
+273
+1% +$13.7K 0.36% 101
2017
Q1 		$926K Sell
18,553
-1,990
-10% -$98.3K 0.35% 103
2016
Q4 		$1.01M Buy
20,543
+2,619
+15% +$129K 0.43% 85
2016
Q3 		$919K Buy
17,924
+11,878
+196% +$626K 0.38% 93
2016
Q2 		$324K Sell
6,046
-11,276
-65% -$567K 0.17% 130
2016
Q1 		$896K Buy
17,322
+461
+3% +$22.5K 0.43% 82
2015
Q4 		$826K Buy
16,861
+12,906
+326% +$585K 0.38% 91
2015
Q3 		$177K Buy
3,955
+444
+13% +$19.5K 0.13% 119
2015
Q2 		$147K Sell
3,511
-766
-18% -$33.4K 0.1% 129
2015
Q1 		$189K Buy
4,277
+51
+1% +$2.42K 0.13% 120
2014
Q4 		$208K Buy
4,226
+1,297
+44% +$61.2K 0.15% 120
2014
Q3 		$128K Buy
2,929
+1,015
+53% +$44.6K 0.1% 138
2014
Q2 		$86.9K Buy
1,914
+849
+80% +$37.5K 0.07% 165
2014
Q1 		$46.8K Buy
+1,065
New +$44.6K 0.04% 227

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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Archford Capital Strategies's SO Position: Q2 2026 in Review

Archford Capital Strategies reduced its Southern Company (SO) stake by 0.31% in Q2 2026, selling an estimated $3.58K and leaving 12,191 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #150.

Archford Capital Strategies first reported a position in SO in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.35M in Q3 2025. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Archford Capital Strategies held 12,191 shares of Southern Company worth $1.17M as of Q2 2026.
  • Archford Capital Strategies sold 38 Southern Company shares in Q2 2026, an estimated $3.58K.
  • Southern Company made up 0.12% of Archford Capital Strategies's portfolio in Q2 2026, its #150 holding.
  • Archford Capital Strategies first reported a position in Southern Company in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's Southern Company position peaked at $1.35M in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.