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Bravera Wealth’s Southern Company SO Stock Holding History

Bravera Wealth’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 		$57.4K Hold
600
– – 0.02% 172
2026
Q1 		$57.9K Hold
600
– – 0.03% 180
2025
Q4 		$52.3K Buy
+600
New +$54.8K 0.03% 173

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

Bravera Wealth's SO Position: Q2 2026 in Review

Bravera Wealth held its Southern Company (SO) position steady in Q2 2026 at 600 shares worth $57.4K. The position accounts for 0.02% of the portfolio, ranked #172.

Bravera Wealth first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $57.9K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bravera Wealth held 600 shares of Southern Company worth $57.4K as of Q2 2026.
  • Bravera Wealth left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.02% of Bravera Wealth's portfolio in Q2 2026, its #172 holding.
  • Bravera Wealth first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's Southern Company position peaked at $57.9K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.