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Builder Investment Group’s Southern Company SO Stock Holding History

Builder 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 		$607K Hold
6,337
– – 0.12% 71
2026
Q1 		$612K Sell
6,337
-50
-0.8% -$4.63K 0.13% 67
2025
Q4 		$557K Sell
6,387
-275
-4% -$25.1K 0.12% 70
2025
Q3 		$631K Hold
6,662
– – 0.14% 67
2025
Q2 		$612K Hold
6,662
– – 0.15% 67
2025
Q1 		$613K Hold
6,662
– – 0.17% 61
2024
Q4 		$548K Sell
6,662
-67
-1% -$5.88K 0.15% 64
2024
Q3 		$607K Hold
6,729
– – 0.16% 61
2024
Q2 		$522K Hold
6,729
– – 0.14% 63
2024
Q1 		$483K Hold
6,729
– – 0.14% 65
2023
Q4 		$472K Sell
6,729
-100
-1% -$6.87K 0.17% 65
2023
Q3 		$442K Hold
6,829
– – 0.17% 65
2023
Q2 		$480K Hold
6,829
– – 0.19% 61
2023
Q1 		$475K Sell
6,829
-563
-8% -$37.9K 0.21% 58
2022
Q4 		$528K Buy
+7,392
New +$494K 0.25% 52

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

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

Builder Investment Group held its Southern Company (SO) position steady in Q2 2026 at 6,337 shares worth $607K. The position accounts for 0.12% of the portfolio, ranked #71.

Builder Investment Group first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $631K in Q3 2025. 555 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Builder Investment Group held 6,337 shares of Southern Company worth $607K as of Q2 2026.
  • Builder Investment Group left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.12% of Builder Investment Group's portfolio in Q2 2026, its #71 holding.
  • Builder Investment Group first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Builder Investment Group's Southern Company position peaked at $631K in Q3 2025.
  • 555 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.