Armis Advisers’s Southern Company SO Stock Holding History

Armis Advisers’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	$2.48M	Sell	25,849 -458	-2%	-$43.1K	0.23%	73
2026 Q1	$2.45M	Sell	26,307 -1,242	-5%	-$115K	0.24%	74
2025 Q4	$2.57M	Sell	27,549 -540	-2%	-$49.3K	0.29%	62
2025 Q3	$2.62M	Sell	28,089 -2,439	-8%	-$228K	0.24%	67
2025 Q2	$2.83M	Buy	30,528 +6,218	+26%	+$558K	0.22%	85
2025 Q1	$2.23M	Buy	24,310 +21,387	+732%	+$1.85M	0.21%	96
2024 Q4	$241K	Buy	+2,923	New	+$256K	0.03%	309

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Armis Advisers's SO Position: Q2 2026 in Review

Armis Advisers reduced its Southern Company (SO) stake by 1.7% in Q2 2026, selling an estimated $43.1K and leaving 25,849 shares worth $2.48M. The position accounts for 0.23% of the portfolio, ranked #73.

Armis Advisers first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.83M in Q2 2025. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Armis Advisers held 25,849 shares of Southern Company worth $2.48M as of Q2 2026.
Armis Advisers sold 458 Southern Company shares in Q2 2026, an estimated $43.1K.
Southern Company made up 0.23% of Armis Advisers's portfolio in Q2 2026, its #73 holding.
Armis Advisers first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's Southern Company position peaked at $2.83M in Q2 2025.
426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.