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B. Riley Wealth Advisors’s Southern Company SO Stock Holding History

B. Riley Wealth 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 		$1.05M Sell
10,899
-83
-0.8% -$7.81K 0.06% 300
2026
Q1 		$1.06M Sell
10,982
-3,882
-26% -$359K 0.07% 277
2025
Q4 		$1.3M Buy
14,864
+7
+0% +$639 0.06% 294
2025
Q3 		$1.41M Sell
14,857
-1,907
-11% -$178K 0.07% 277
2025
Q2 		$1.54M Buy
+16,764
New +$1.51M 0.07% 254
2024
Q4 		$6.12M Sell
74,315
-3,728
-5% -$327K 0.2% 115
2024
Q3 		$7.05M Buy
78,043
+4,323
+6% +$369K 0.2% 113
2024
Q2 		$5.72M Sell
73,720
-4,916
-6% -$373K 0.15% 145
2024
Q1 		$5.09M Buy
78,636
+3,343
+4% +$231K 0.14% 156
2023
Q4 		$5.28M Sell
75,293
-3,343
-4% -$230K 0.14% 167
2023
Q3 		$5.09M Buy
78,636
+6,315
+9% +$438K 0.14% 156
2023
Q2 		$5.08M Buy
72,321
+1,088
+2% +$78K 0.11% 185
2023
Q1 		$4.96M Buy
71,233
+16,777
+31% +$1.13M 0.13% 176
2022
Q4 		$3.89M Buy
54,456
+1,870
+4% +$125K 0.11% 204
2022
Q3 		$3.58M Buy
52,586
+22,775
+76% +$1.73M 0.11% 195
2022
Q2 		$2.13M Sell
29,811
-3,825
-11% -$281K 0.09% 230
2022
Q1 		$2.44M Sell
33,636
-145
-0.4% -$9.82K 0.08% 256
2021
Q4 		$2.32M Buy
33,781
+3,236
+11% +$206K 0.07% 320
2021
Q3 		$1.89M Buy
30,545
+4,073
+15% +$262K 0.06% 350
2021
Q2 		$1.6M Sell
26,472
-942
-3% -$60.2K 0.05% 390
2021
Q1 		$1.71M Buy
27,414
+10,057
+58% +$602K 0.06% 347
2020
Q4 		$1.07M Sell
17,357
-5,034
-22% -$303K 0.06% 306
2020
Q3 		$1.21M Buy
22,391
+1,542
+7% +$82.4K 0.06% 282
2020
Q2 		$1.08M Buy
20,849
+271
+1% +$15.1K 0.07% 268
2020
Q1 		$1.12M Sell
20,578
-16,035
-44% -$1.02M 0.1% 216
2019
Q4 		$2.33M Buy
36,613
+9,650
+36% +$598K 0.2% 114
2019
Q3 		$1.67M Buy
26,963
+3,591
+15% +$208K 0.16% 139
2019
Q2 		$1.29M Buy
23,372
+8,394
+56% +$449K 0.14% 155
2019
Q1 		$769K Buy
14,978
+993
+7% +$48.7K 0.1% 229
2018
Q4 		$615K Buy
13,985
+167
+1% +$7.59K 0.09% 246
2018
Q3 		$604K Buy
13,818
+3,666
+36% +$169K 0.07% 303
2018
Q2 		$471K Buy
10,152
+174
+2% +$7.79K 0.06% 339
2018
Q1 		$447K Buy
9,978
+1,325
+15% +$58.8K 0.06% 338
2017
Q4 		$417K Buy
8,653
+190
+2% +$9.68K 0.06% 360
2017
Q3 		$416K Buy
8,463
+657
+8% +$31.8K 0.07% 301
2017
Q2 		$375K Sell
7,806
-721
-8% -$36.1K 0.07% 310
2017
Q1 		$425K Sell
8,527
-1,463
-15% -$72.3K 0.08% 267
2016
Q4 		$492K Buy
9,990
+571
+6% +$28.1K 0.1% 232
2016
Q3 		$484K Sell
9,419
-752
-7% -$39.6K 0.09% 272
2016
Q2 		$547K Sell
10,171
-312
-3% -$15.7K 0.11% 229
2016
Q1 		$542K Buy
10,483
+1,283
+14% +$62.5K 0.13% 208
2015
Q4 		$431K Sell
9,200
-321
-3% -$14.6K 0.09% 278
2015
Q3 		$426K Buy
9,521
+1,343
+16% +$58.9K 0.1% 263
2015
Q2 		$345K Sell
8,178
-4,574
-36% -$199K 0.09% 298
2015
Q1 		$565K Buy
12,752
+130
+1% +$6.18K 0.14% 194
2014
Q4 		$3.38K Buy
12,622
+5,970
+90% +$282K 0.07% 342
2014
Q3 		$290K Sell
6,652
-7,772
-54% -$341K 0.08% 372
2014
Q2 		$340K Buy
14,424
+7,178
+99% +$317K 0.08% 281
2014
Q1 		$318K Buy
7,246
+484
+7% +$20.3K 0.1% 250
2013
Q4 		$278K Buy
6,762
+399
+6% +$16.5K 0.09% 257
2013
Q3 		$262K Sell
6,363
-728
-10% -$31.4K 0.09% 254
2013
Q2 		$313K Buy
+7,091
New +$326K 0.11% 221

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
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
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

B. Riley Wealth Advisors's SO Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Southern Company (SO) stake by 0.76% in Q2 2026, selling an estimated $7.81K and leaving 10,899 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #300.

B. Riley Wealth Advisors first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.05M in Q3 2024. 487 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • B. Riley Wealth Advisors held 10,899 shares of Southern Company worth $1.05M as of Q2 2026.
  • B. Riley Wealth Advisors sold 83 Southern Company shares in Q2 2026, an estimated $7.81K.
  • Southern Company made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #300 holding.
  • B. Riley Wealth Advisors first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Southern Company position peaked at $7.05M in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.