AssuredPartners Investment Advisors’s Southern Company SO Stock Holding History

AssuredPartners Investment Advisors’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	$1.31M	Buy	13,670 +926	+7%	+$87.2K	0.13%	167
2026 Q1	$1.24M	Sell	12,744 -3,706	-23%	-$343K	0.13%	164
2025 Q4	$1.43M	Buy	16,450 +639	+4%	+$58.3K	0.21%	111
2025 Q3	$1.5M	Buy	15,811 +938	+6%	+$87.6K	0.33%	56
2025 Q2	$1.37M	Sell	14,873 -2,680	-15%	-$241K	0.33%	55
2025 Q1	$1.61M	Sell	17,553 -453	-3%	-$39.2K	0.31%	91
2024 Q4	$1.48M	Buy	+18,006	New	+$1.58M	0.29%	92

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AssuredPartners Investment Advisors's SO Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Southern Company (SO) stake by 7.3% in Q2 2026, buying an estimated $87.2K and bringing the position to 13,670 shares worth $1.31M. The position accounts for 0.13% of the portfolio, ranked #167.

AssuredPartners Investment Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q1 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

AssuredPartners Investment Advisors held 13,670 shares of Southern Company worth $1.31M as of Q2 2026.
AssuredPartners Investment Advisors bought 926 Southern Company shares in Q2 2026, an estimated $87.2K.
Southern Company made up 0.13% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #167 holding.
AssuredPartners Investment Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Southern Company position peaked at $1.61M in Q1 2025.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.