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Buttonwood Financial Advisors’s Southern Company SO Stock Holding History

Buttonwood Financial Advisors’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 		$249K Hold
2,600
– – 0.08% 104
2026
Q1 		$251K Hold
2,600
– – 0.08% 102
2025
Q4 		$227K Hold
2,600
– – 0.08% 101
2025
Q3 		$246K Hold
2,600
– – 0.08% 100
2025
Q2 		$239K Sell
2,600
-305
-10% -$27.4K 0.1% 97
2025
Q1 		$267K Hold
2,905
– – 0.12% 88
2024
Q4 		$239K Sell
2,905
-539
-16% -$47.3K 0.11% 91
2024
Q3 		$311K Sell
3,444
-699
-17% -$59.7K 0.14% 86
2024
Q2 		$321K Sell
4,143
-1,070
-21% -$81.1K 0.15% 85
2024
Q1 		$374K Sell
5,213
-313
-6% -$21.6K 0.18% 84
2023
Q4 		$387K Sell
5,526
-542
-9% -$37.2K 0.21% 78
2023
Q3 		$393K Buy
6,068
+1,293
+27% +$89.7K 0.25% 77
2023
Q2 		$335K Buy
4,775
+1,438
+43% +$103K 0.21% 78
2023
Q1 		$232K Hold
3,337
– – 0.18% 71
2022
Q4 		$238K Sell
3,337
-40
-1% -$2.67K 0.2% 70
2022
Q3 		$216K Sell
3,377
-110
-3% -$8.33K 0.19% 67
2022
Q2 		$249K Buy
+3,487
New +$256K 0.22% 65

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Buttonwood Financial Advisors's SO Position: Q2 2026 in Review

Buttonwood Financial Advisors held its Southern Company (SO) position steady in Q2 2026 at 2,600 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #104.

Buttonwood Financial Advisors first reported a position in SO in Q2 2022 and has held it in 17 quarters since. The position peaked at $393K in Q3 2023. 611 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Buttonwood Financial Advisors held 2,600 shares of Southern Company worth $249K as of Q2 2026.
  • Buttonwood Financial Advisors left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.08% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • Buttonwood Financial Advisors first reported a position in Southern Company in Q2 2022 and has held it in 17 quarters since.
  • Buttonwood Financial Advisors's Southern Company position peaked at $393K in Q3 2023.
  • 611 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.