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ARS Wealth Advisors Group’s Southern Company SO Stock Holding History

ARS Wealth Advisors Group’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 		$10.5M Buy
110,226
+2,117
+2% +$199K 0.83% 31
2026
Q1 		$10.4M Buy
108,109
+4,928
+5% +$456K 0.88% 30
2025
Q4 		$9M Buy
103,181
+1,962
+2% +$179K 0.81% 32
2025
Q3 		$9.59M Buy
101,219
+1,033
+1% +$96.4K 0.95% 31
2025
Q2 		$9.2M Buy
100,186
+1,386
+1% +$124K 1.06% 28
2025
Q1 		$9.08M Buy
98,800
+2,255
+2% +$195K 1.28% 25
2024
Q4 		$7.95M Sell
96,545
-254
-0.3% -$22.3K 1.09% 27
2024
Q3 		$8.73M Buy
96,799
+1,505
+2% +$129K 1.07% 28
2024
Q2 		$7.39M Sell
95,294
-1,441
-1% -$109K 0.96% 27
2024
Q1 		$6.94M Sell
96,735
-11,334
-10% -$782K 0.94% 31
2023
Q4 		$7.58M Sell
108,069
-13,242
-11% -$909K 1.12% 31
2023
Q3 		$7.85M Buy
121,311
+1,722
+1% +$120K 1.29% 31
2023
Q2 		$8.4M Buy
119,589
+1,457
+1% +$104K 1.33% 29
2023
Q1 		$8.22M Buy
118,132
+36,872
+45% +$2.48M 1.52% 28
2022
Q4 		$5.8M Sell
81,260
-11,273
-12% -$754K 0.96% 38
2022
Q3 		$6.29M Buy
92,533
+1,308
+1% +$99.1K 0.96% 41
2022
Q2 		$6.5M Buy
91,225
+77,421
+561% +$5.68M 0.89% 42
2022
Q1 		$1M Sell
13,804
-468
-3% -$31.7K 0.17% 57
2021
Q4 		$979K Sell
14,272
-967
-6% -$61.6K 0.16% 57
2021
Q3 		$944K Buy
+15,239
New +$981K 0.17% 55

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

ARS Wealth Advisors Group's SO Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Southern Company (SO) stake by 2% in Q2 2026, buying an estimated $199K and bringing the position to 110,226 shares worth $10.5M. The position accounts for 0.83% of the portfolio, ranked #31.

ARS Wealth Advisors Group first reported a position in SO in Q3 2021 and has held it in 20 quarters since. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • ARS Wealth Advisors Group held 110,226 shares of Southern Company worth $10.5M as of Q2 2026.
  • ARS Wealth Advisors Group bought 2,117 Southern Company shares in Q2 2026, an estimated $199K.
  • Southern Company made up 0.83% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #31 holding.
  • ARS Wealth Advisors Group first reported a position in Southern Company in Q3 2021 and has held it in 20 quarters since.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.