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Brookwood Investment Group’s Southern Company SO Stock Holding History

Brookwood Investment Group’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 		$287K Sell
2,999
-185
-6% -$17.4K 0.03% 407
2026
Q1 		$307K Sell
3,184
-317
-9% -$29.3K 0.04% 395
2025
Q4 		$305K Buy
3,501
+500
+17% +$45.6K 0.04% 390
2025
Q3 		$284K Sell
3,001
-122
-4% -$11.4K 0.04% 381
2025
Q2 		$287K Buy
3,123
+8
+0.3% +$719 0.05% 340
2025
Q1 		$286K Buy
+3,115
New +$270K 0.05% 325

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

Brookwood Investment Group's SO Position: Q2 2026 in Review

Brookwood Investment Group reduced its Southern Company (SO) stake by 5.8% in Q2 2026, selling an estimated $17.4K and leaving 2,999 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #407.

Brookwood Investment Group first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $307K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Brookwood Investment Group held 2,999 shares of Southern Company worth $287K as of Q2 2026.
  • Brookwood Investment Group sold 185 Southern Company shares in Q2 2026, an estimated $17.4K.
  • Southern Company made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #407 holding.
  • Brookwood Investment Group first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Southern Company position peaked at $307K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.