BA
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Ballew Advisors’s Southern Company SO Stock Holding History

Ballew 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 		$563K Buy
5,748
+3
+0.1% +$282 0.29% 66
2026
Q1 		$561K Buy
5,745
+2
+0% +$185 0.32% 67
2025
Q4 		$503K Buy
5,743
+2
+0% +$183 0.28% 66
2025
Q3 		$572K Buy
5,741
+3
+0.1% +$280 0.32% 66
2025
Q2 		$525K Buy
5,738
+8
+0.1% +$719 0.31% 68
2025
Q1 		$515K Sell
5,730
-119
-2% -$10.3K 0.35% 65
2024
Q4 		$479K Buy
5,849
+8
+0.1% +$702 0.31% 65
2024
Q3 		$519K Sell
5,841
-644
-10% -$55K 0.35% 62
2024
Q2 		$519K Sell
6,485
-33
-0.5% -$2.5K 0.34% 64
2024
Q1 		$455K Buy
6,518
+17
+0.3% +$1.17K 0.31% 70
2023
Q4 		$457K Sell
6,501
-230
-3% -$15.8K 0.34% 64
2023
Q3 		$435K Buy
6,731
+16
+0.2% +$1.11K 0.36% 68
2023
Q2 		$475K Hold
6,715
– – 0.34% 70
2023
Q1 		$469K Sell
6,715
-374
-5% -$25.2K 0.34% 71
2022
Q4 		$499K Buy
7,089
+806
+13% +$53.9K 0.38% 61
2022
Q3 		$402K Buy
+6,283
New +$476K 0.36% 61
2018
Q4 		– Sell
-1,583
Closed -$71K – 386
2018
Q3 		$71K Buy
1,583
+14
+0.9% +$645 0.07% 134
2018
Q2 		$73K Buy
1,569
+16
+1% +$716 0.08% 127
2018
Q1 		$69K Buy
+1,553
New +$68.9K 0.06% 135

Other funds holding SO

CIM
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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
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
P
PensionDanmark Copenhagen O, Denmark $12B AUM