Burkett Financial Services’s Southern Company SO Stock Holding History

Burkett Financial Services’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	$6.14K	Buy	64 +1	+2%	+$94	﹤0.01%	200
2026 Q1	$6.14K	Hold	63	–	–	﹤0.01%	183
2025 Q4	$5.5K	Hold	63	–	–	﹤0.01%	178
2025 Q3	$5.93K	Buy	63 +1	+2%	+$93	﹤0.01%	167
2025 Q2	$5.7K	Hold	62	–	–	﹤0.01%	161
2025 Q1	$5.66K	Buy	62 +1	+2%	+$87	﹤0.01%	182
2024 Q4	$5.03K	Hold	61	–	–	﹤0.01%	157
2024 Q3	$5.51K	Hold	61	–	–	﹤0.01%	149
2024 Q2	$4.74K	Hold	61	–	–	﹤0.01%	154
2024 Q1	$4.38K	Buy	61 +1	+2%	+$69	﹤0.01%	159
2023 Q4	$4.24K	Buy	+60	New	+$4.12K	﹤0.01%	157

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burkett Financial Services's SO Position: Q2 2026 in Review

Burkett Financial Services increased its Southern Company (SO) stake by 1.6% in Q2 2026, buying an estimated $94 and bringing the position to 64 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Burkett Financial Services first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.14K in Q1 2026. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Burkett Financial Services held 64 shares of Southern Company worth $6.14K as of Q2 2026.
Burkett Financial Services bought 1 Southern Company share in Q2 2026, an estimated $94.
Southern Company made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #200 holding.
Burkett Financial Services first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's Southern Company position peaked at $6.14K in Q1 2026.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.