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Braun-Bostich & Associates’s Southern Company SO Stock Holding History

Braun-Bostich & 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 		$244K Sell
2,552
-184
-7% -$17.3K 0.14% 113
2026
Q1 		$264K Buy
2,736
+28
+1% +$2.59K 0.17% 96
2025
Q4 		$236K Buy
2,708
+242
+10% +$22.1K 0.15% 107
2025
Q3 		$234K Sell
2,466
-158
-6% -$14.8K 0.15% 111
2025
Q2 		$241K Buy
2,624
+314
+14% +$28.2K 0.16% 102
2025
Q1 		$212K Buy
+2,310
New +$200K 0.16% 105
2024
Q4 		– Sell
-2,234
Closed -$201K – 116
2024
Q3 		$201K Buy
+2,234
New +$191K 0.14% 113
2022
Q1 		– Sell
-5,487
Closed -$377K – 131
2021
Q4 		$377K Buy
+5,487
New +$350K 0.09% 69
2020
Q4 		– Sell
-4,332
Closed -$235K – 184
2020
Q3 		$235K Sell
4,332
-4,716
-52% -$252K 0.23% 74
2020
Q2 		$469K Hold
9,048
– – 0.46% 37
2020
Q1 		$454K Sell
9,048
-900
-9% -$57K 0.58% 32
2019
Q4 		$623K Buy
9,948
+1,701
+21% +$105K 0.61% 31
2019
Q3 		$509K Buy
8,247
+359
+5% +$20.8K 0.59% 33
2019
Q2 		$436K Buy
7,888
+1,220
+18% +$65.3K 0.46% 37
2019
Q1 		$345K Sell
6,668
-2,270
-25% -$111K 0.36% 72
2018
Q4 		$393K Sell
8,938
-201
-2% -$9.14K 0.42% 76
2018
Q3 		$398K Sell
9,139
-694
-7% -$32K 0.38% 79
2018
Q2 		$455K Hold
9,833
– – 0.46% 76
2018
Q1 		$439K Buy
9,833
+1,203
+14% +$53.4K 0.38% 84
2017
Q4 		$415K Buy
+8,630
New +$440K 0.35% 76

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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

Braun-Bostich & Associates's SO Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its Southern Company (SO) stake by 6.7% in Q2 2026, selling an estimated $17.3K and leaving 2,552 shares worth $244K. The position accounts for 0.14% of the portfolio, ranked #113.

Braun-Bostich & Associates first reported a position in SO in Q4 2017 and has held it in 20 quarters since. The position peaked at $623K in Q4 2019. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Braun-Bostich & Associates held 2,552 shares of Southern Company worth $244K as of Q2 2026.
  • Braun-Bostich & Associates sold 184 Southern Company shares in Q2 2026, an estimated $17.3K.
  • Southern Company made up 0.14% of Braun-Bostich & Associates's portfolio in Q2 2026, its #113 holding.
  • Braun-Bostich & Associates first reported a position in Southern Company in Q4 2017 and has held it in 20 quarters since.
  • Braun-Bostich & Associates's Southern Company position peaked at $623K in Q4 2019.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.