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Aventura Private Wealth’s Southern Company SO Stock Holding History

Aventura Private Wealth’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 		$626K Buy
6,539
+51
+0.8% +$4.8K 0.19% 82
2026
Q1 		$626K Sell
6,488
-702
-10% -$64.9K 0.23% 75
2025
Q4 		$627K Sell
7,190
-287
-4% -$26.2K 0.23% 79
2025
Q3 		$709K Sell
7,477
-592
-7% -$55.3K 0.26% 71
2025
Q2 		$741K Sell
8,069
-94
-1% -$8.44K 0.32% 62
2025
Q1 		$751K Buy
8,163
+734
+10% +$63.5K 0.39% 58
2024
Q4 		$612K Buy
+7,429
New +$652K 0.33% 67

Other funds holding SO

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Aventura Private Wealth's SO Position: Q2 2026 in Review

Aventura Private Wealth increased its Southern Company (SO) stake by 0.79% in Q2 2026, buying an estimated $4.8K and bringing the position to 6,539 shares worth $626K. The position accounts for 0.19% of the portfolio, ranked #82.

Aventura Private Wealth first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $751K in Q1 2025. 398 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Aventura Private Wealth held 6,539 shares of Southern Company worth $626K as of Q2 2026.
  • Aventura Private Wealth bought 51 Southern Company shares in Q2 2026, an estimated $4.8K.
  • Southern Company made up 0.19% of Aventura Private Wealth's portfolio in Q2 2026, its #82 holding.
  • Aventura Private Wealth first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Southern Company position peaked at $751K in Q1 2025.
  • 398 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.