Barlow Wealth Partners’s Southern Company SO Stock Holding History

Barlow Wealth Partners’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	$253K	Hold	2,620	–	–	0.03%	132
2026 Q1	$248K	Hold	2,620	–	–	0.03%	123
2025 Q4	$228K	Hold	2,620	–	–	0.02%	128
2025 Q3	$255K	Hold	2,620	–	–	0.03%	116
2025 Q2	$239K	Sell	2,620 -33	-1%	-$2.96K	0.03%	120
2025 Q1	$240K	Buy	+2,653	New	+$230K	0.03%	117
2024 Q4	–	Sell	-3,120	Closed	-$277K	–	152
2024 Q3	$277K	Hold	3,120	–	–	0.04%	124
2024 Q2	$258K	Hold	3,120	–	–	0.04%	126
2024 Q1	$214K	Sell	3,120 -10	-0.3%	-$690	0.03%	149
2023 Q4	$219K	Buy	+3,130	New	+$215K	0.03%	140

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Barlow Wealth Partners's SO Position: Q2 2026 in Review

Barlow Wealth Partners held its Southern Company (SO) position steady in Q2 2026 at 2,620 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #132.

Barlow Wealth Partners first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $277K in Q3 2024. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Barlow Wealth Partners held 2,620 shares of Southern Company worth $253K as of Q2 2026.
Barlow Wealth Partners left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.03% of Barlow Wealth Partners's portfolio in Q2 2026, its #132 holding.
Barlow Wealth Partners first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
Barlow Wealth Partners's Southern Company position peaked at $277K in Q3 2024.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.