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Ares Financial Consulting’s Southern Company SO Stock Holding History

Ares Financial Consulting’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 		$105K Hold
1,100
– – 0.08% 142
2026
Q1 		$107K Hold
1,100
– – 0.08% 127
2025
Q4 		$95.9K Buy
+1,100
New +$100K 0.09% 107

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

Ares Financial Consulting's SO Position: Q2 2026 in Review

Ares Financial Consulting held its Southern Company (SO) position steady in Q2 2026 at 1,100 shares worth $105K. The position accounts for 0.08% of the portfolio, ranked #142.

Ares Financial Consulting first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $107K in Q1 2026. 1,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ares Financial Consulting held 1,100 shares of Southern Company worth $105K as of Q2 2026.
  • Ares Financial Consulting left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.08% of Ares Financial Consulting's portfolio in Q2 2026, its #142 holding.
  • Ares Financial Consulting first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Southern Company position peaked at $107K in Q1 2026.
  • 1,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.