BankPlus Wealth Management’s Southern Company SO Stock Holding History

BankPlus 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	$221K	Buy	2,310 +217	+10%	+$20.4K	0.1%	113
2026 Q1	$202K	Buy	+2,093	New	+$194K	0.1%	115
2025 Q4	–	Sell	-2,503	Closed	-$237K	–	114
2025 Q3	$237K	Sell	2,503 -42	-2%	-$3.92K	0.14%	97
2025 Q2	$234K	Buy	2,545 +193	+8%	+$17.3K	0.16%	95
2025 Q1	$216K	Buy	+2,352	New	+$204K	0.16%	93

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BankPlus Wealth Management increased its Southern Company (SO) stake by 10% in Q2 2026, buying an estimated $20.4K and bringing the position to 2,310 shares worth $221K. The position accounts for 0.1% of the portfolio, ranked #113.

BankPlus Wealth Management first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $237K in Q3 2025. 704 funds tracked by Wall St. Rank hold SO as of Q2 2026.

BankPlus Wealth Management held 2,310 shares of Southern Company worth $221K as of Q2 2026.
BankPlus Wealth Management bought 217 Southern Company shares in Q2 2026, an estimated $20.4K.
Southern Company made up 0.1% of BankPlus Wealth Management's portfolio in Q2 2026, its #113 holding.
BankPlus Wealth Management first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
BankPlus Wealth Management's Southern Company position peaked at $237K in Q3 2025.
704 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.