AWM
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Avior Wealth Management’s Southern Company SO Stock Holding History

Avior Wealth Management’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 		$416K Sell
4,351
-159
-4% -$15K 0.01% 568
2026
Q1 		$435K Buy
4,510
+979
+28% +$90.6K 0.01% 563
2025
Q4 		$308K Buy
3,531
+1,036
+42% +$94.6K 0.01% 606
2025
Q3 		$236K Buy
+2,495
New +$233K 0.01% 658
2025
Q2 		– Sell
-3,988
Closed -$367K – 773
2025
Q1 		$367K Buy
3,988
+25
+0.6% +$2.16K 0.01% 494
2024
Q4 		$326K Buy
3,963
+2,137
+117% +$187K 0.01% 572
2024
Q3 		$165K Buy
1,826
+12
+0.7% +$1.02K 0.01% 749
2024
Q2 		$141K Sell
1,814
-951
-34% -$72.1K 0.01% 766
2024
Q1 		$198K Buy
2,765
+1,942
+236% +$134K 0.01% 711
2023
Q4 		$57.7K Buy
823
+1
+0.1% +$69 ﹤0.01% 703
2023
Q3 		$53.2K Sell
822
-138
-14% -$9.58K ﹤0.01% 749
2023
Q2 		$67.5K Buy
960
+80
+9% +$5.74K ﹤0.01% 702
2023
Q1 		$61.3K Buy
880
+805
+1,073% +$54.2K ﹤0.01% 728
2022
Q4 		$5.38K Buy
75
+1
+1% +$67 ﹤0.01% 941
2022
Q3 		$5K Buy
74
+1
+1% +$76 ﹤0.01% 940
2022
Q2 		$5K Hold
73
– – ﹤0.01% 862
2022
Q1 		$5K Sell
73
-4
-5% -$271 ﹤0.01% 912
2021
Q4 		$5K Buy
77
+1
+1% +$64 ﹤0.01% 897
2021
Q3 		$4K Hold
76
– – ﹤0.01% 882
2021
Q2 		$4K Buy
76
+6
+9% +$384 ﹤0.01% 850
2021
Q1 		$4K Buy
70
+1
+1% +$60 ﹤0.01% 866
2020
Q4 		$4K Buy
69
+1
+1% +$60 ﹤0.01% 815
2020
Q3 		$3K Hold
68
– – ﹤0.01% 804
2020
Q2 		$3K Buy
+68
New +$3.78K ﹤0.01% 772
2018
Q4 		– Sell
-85
Closed -$4K – 754
2018
Q3 		$4K Hold
85
– – ﹤0.01% 649
2018
Q2 		$4K Sell
85
-1,714
-95% -$76.7K ﹤0.01% 670
2018
Q1 		$80K Sell
1,799
-90
-5% -$4K 0.02% 459
2017
Q4 		$91K Buy
1,889
+85
+5% +$4.33K 0.02% 448
2017
Q3 		$89K Buy
1,804
+290
+19% +$14.1K 0.03% 179
2017
Q2 		$72K Hold
1,514
– – 0.03% 170
2017
Q1 		$75K Sell
1,514
-68
-4% -$3.36K 0.03% 200
2016
Q4 		$78K Buy
1,582
+68
+4% +$3.34K 0.03% 178
2016
Q3 		$78K Hold
1,514
– – 0.03% 189
2016
Q2 		$81K Hold
1,514
– – 0.03% 173
2016
Q1 		$78K Hold
1,514
– – 0.03% 168
2015
Q4 		$71K Hold
1,514
– – 0.04% 157
2015
Q3 		$68K Hold
1,514
– – 0.04% 151
2015
Q2 		$63K Hold
1,514
– – 0.05% 124
2015
Q1 		$67K Hold
1,514
– – 0.05% 120
2014
Q4 		$74K Hold
1,514
– – 0.06% 114
2014
Q3 		$66K Hold
1,514
– – 0.06% 114
2014
Q2 		$69K Hold
1,514
– – 0.06% 112
2014
Q1 		$67K Buy
+1,514
New +$63.5K 0.06% 106

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

Avior Wealth Management's SO Position: Q2 2026 in Review

Avior Wealth Management reduced its Southern Company (SO) stake by 3.5% in Q2 2026, selling an estimated $15K and leaving 4,351 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #568.

Avior Wealth Management first reported a position in SO in Q1 2014 and has held it in 43 quarters since. The position peaked at $435K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Avior Wealth Management held 4,351 shares of Southern Company worth $416K as of Q2 2026.
  • Avior Wealth Management sold 159 Southern Company shares in Q2 2026, an estimated $15K.
  • Southern Company made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #568 holding.
  • Avior Wealth Management first reported a position in Southern Company in Q1 2014 and has held it in 43 quarters since.
  • Avior Wealth Management's Southern Company position peaked at $435K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.