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Avanza Fonder’s Southern Company SO Stock Holding History

Avanza Fonder’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 		$985K Buy
10,296
+8,923
+650% +$840K 0.02% 339
2026
Q1 		$133K Buy
1,373
+125
+10% +$11.6K ﹤0.01% 433
2025
Q4 		$109K Buy
+1,248
New +$114K ﹤0.01% 459

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Avanza Fonder's SO Position: Q2 2026 in Review

Avanza Fonder increased its Southern Company (SO) stake by 650% in Q2 2026, buying an estimated $840K and bringing the position to 10,296 shares worth $985K. The position accounts for 0.02% of the portfolio, ranked #339.

Avanza Fonder first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 944 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Avanza Fonder held 10,296 shares of Southern Company worth $985K as of Q2 2026.
  • Avanza Fonder bought 8,923 Southern Company shares in Q2 2026, an estimated $840K.
  • Southern Company made up 0.02% of Avanza Fonder's portfolio in Q2 2026, its #339 holding.
  • Avanza Fonder first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 944 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Avanza Fonder's 13F filing for Q2 2026, filed 17 Jul 2026.