AC
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Avestar Capital’s Southern Company SO Stock Holding History

Avestar Capital’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 		$706K Sell
7,373
-30
-0.4% -$2.82K 0.04% 310
2026
Q1 		$715K Sell
7,403
-34
-0.5% -$3.15K 0.05% 284
2025
Q4 		$649K Sell
7,437
-1,281
-15% -$117K 0.04% 289
2025
Q3 		$826K Sell
8,718
-988
-10% -$92.2K 0.05% 253
2025
Q2 		$891K Buy
9,706
+4,638
+92% +$417K 0.06% 234
2025
Q1 		$466K Sell
5,068
-1,224
-19% -$106K 0.04% 298
2024
Q4 		$518K Buy
6,292
+586
+10% +$51.4K 0.04% 285
2024
Q3 		$515K Buy
5,706
+332
+6% +$28.4K 0.05% 252
2024
Q2 		$417K Buy
5,374
+740
+16% +$56.1K 0.04% 277
2024
Q1 		$332K Buy
4,634
+273
+6% +$18.8K 0.03% 320
2023
Q4 		$306K Buy
4,361
+900
+26% +$61.8K 0.03% 290
2023
Q3 		$224K Buy
+3,461
New +$240K 0.03% 310
2019
Q3 		– Sell
-120
Closed -$3K – 730
2019
Q2 		$3K Hold
120
– – ﹤0.01% 648
2019
Q1 		$3K Hold
120
– – ﹤0.01% 625
2018
Q4 		$3K Buy
120
+16
+15% +$727 ﹤0.01% 603
2018
Q3 		$3K Hold
104
– – ﹤0.01% 610
2018
Q2 		$3K Buy
104
+14
+16% +$627 ﹤0.01% 654
2018
Q1 		$3K Sell
90
-99
-52% -$4.39K ﹤0.01% 610
2017
Q4 		$7K Buy
+189
New +$9.63K 0.01% 510

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Avestar Capital's SO Position: Q2 2026 in Review

Avestar Capital reduced its Southern Company (SO) stake by 0.41% in Q2 2026, selling an estimated $2.82K and leaving 7,373 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #310.

Avestar Capital first reported a position in SO in Q4 2017 and has held it in 19 quarters since. The position peaked at $891K in Q2 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Avestar Capital held 7,373 shares of Southern Company worth $706K as of Q2 2026.
  • Avestar Capital sold 30 Southern Company shares in Q2 2026, an estimated $2.82K.
  • Southern Company made up 0.04% of Avestar Capital's portfolio in Q2 2026, its #310 holding.
  • Avestar Capital first reported a position in Southern Company in Q4 2017 and has held it in 19 quarters since.
  • Avestar Capital's Southern Company position peaked at $891K in Q2 2025.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.