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Bill Few Associates’s Southern Company SO Stock Holding History

Bill Few Associates’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 		$567K Buy
5,925
+998
+20% +$94K 0.12% 124
2026
Q1 		$476K Buy
4,927
+14
+0.3% +$1.29K 0.11% 126
2025
Q4 		$428K Sell
4,913
-620
-11% -$56.6K 0.11% 127
2025
Q3 		$524K Sell
5,533
-694
-11% -$64.8K 0.14% 109
2025
Q2 		$572K Sell
6,227
-97
-2% -$8.71K 0.16% 103
2025
Q1 		$581K Buy
6,324
+500
+9% +$43.3K 0.21% 89
2024
Q4 		$479K Sell
5,824
-41
-0.7% -$3.6K 0.17% 98
2024
Q3 		$529K Buy
5,865
+151
+3% +$12.9K 0.19% 98
2024
Q2 		$443K Buy
5,714
+341
+6% +$25.8K 0.17% 103
2024
Q1 		$385K Buy
5,373
+1,300
+32% +$89.7K 0.16% 104
2023
Q4 		$286K Hold
4,073
– – 0.13% 124
2023
Q3 		$264K Sell
4,073
-150
-4% -$10.4K 0.14% 113
2023
Q2 		$297K Buy
4,223
+126
+3% +$9.04K 0.15% 110
2023
Q1 		$285K Hold
4,097
– – 0.16% 106
2022
Q4 		$293K Hold
4,097
– – 0.17% 99
2022
Q3 		$278K Buy
4,097
+250
+6% +$18.9K 0.19% 92
2022
Q2 		$274K Sell
3,847
-250
-6% -$18.4K 0.18% 97
2022
Q1 		$297K Buy
4,097
+310
+8% +$21K 0.16% 99
2021
Q4 		$260K Buy
+3,787
New +$241K 0.13% 104

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

Bill Few Associates's SO Position: Q2 2026 in Review

Bill Few Associates increased its Southern Company (SO) stake by 20% in Q2 2026, buying an estimated $94K and bringing the position to 5,925 shares worth $567K. The position accounts for 0.12% of the portfolio, ranked #124.

Bill Few Associates first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $581K in Q1 2025. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bill Few Associates held 5,925 shares of Southern Company worth $567K as of Q2 2026.
  • Bill Few Associates bought 998 Southern Company shares in Q2 2026, an estimated $94K.
  • Southern Company made up 0.12% of Bill Few Associates's portfolio in Q2 2026, its #124 holding.
  • Bill Few Associates first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Bill Few Associates's Southern Company position peaked at $581K in Q1 2025.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.