Argus Investors Counsel’s Southern Company SO Stock Holding History

Argus Investors Counsel’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	$501K	Buy	5,230 +18	+0.3%	+$1.7K	0.39%	58
2026 Q1	$503K	Buy	5,212 +2,307	+79%	+$213K	0.45%	53
2025 Q4	$253K	Hold	2,905	–	–	0.2%	91
2025 Q3	$275K	Buy	2,905 +72	+3%	+$6.72K	0.22%	89
2025 Q2	$260K	Sell	2,833 -216	-7%	-$19.4K	0.18%	104
2025 Q1	$280K	Sell	3,049 -7	-0.2%	-$606	0.21%	105
2024 Q4	$252K	Buy	3,056 +173	+6%	+$15.2K	0.17%	111
2024 Q3	$260K	Buy	2,883 +136	+5%	+$11.6K	0.17%	106
2024 Q2	$213K	Buy	+2,747	New	+$208K	0.13%	106

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Argus Investors Counsel's SO Position: Q2 2026 in Review

Argus Investors Counsel increased its Southern Company (SO) stake by 0.35% in Q2 2026, buying an estimated $1.7K and bringing the position to 5,230 shares worth $501K. The position accounts for 0.39% of the portfolio, ranked #58.

Argus Investors Counsel first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $503K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Argus Investors Counsel held 5,230 shares of Southern Company worth $501K as of Q2 2026.
Argus Investors Counsel bought 18 Southern Company shares in Q2 2026, an estimated $1.7K.
Southern Company made up 0.39% of Argus Investors Counsel's portfolio in Q2 2026, its #58 holding.
Argus Investors Counsel first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Argus Investors Counsel's Southern Company position peaked at $503K in Q1 2026.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Argus Investors Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.