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BXM Wealth’s Southern Company SO Stock Holding History

BXM 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 		$215K Hold
2,250
– – 0.12% 152
2026
Q1 		$217K Buy
+2,250
New +$208K 0.17% 123
2025
Q4 		– Sell
-2,250
Closed -$213K – 154
2025
Q3 		$213K Hold
2,250
– – 0.2% 120
2025
Q2 		$207K Hold
2,250
– – 0.25% 101
2025
Q1 		$207K Buy
+2,250
New +$195K 0.25% 99

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

BXM Wealth's SO Position: Q2 2026 in Review

BXM Wealth held its Southern Company (SO) position steady in Q2 2026 at 2,250 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #152.

BXM Wealth first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $217K in Q1 2026. 787 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • BXM Wealth held 2,250 shares of Southern Company worth $215K as of Q2 2026.
  • BXM Wealth left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.12% of BXM Wealth's portfolio in Q2 2026, its #152 holding.
  • BXM Wealth first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • BXM Wealth's Southern Company position peaked at $217K in Q1 2026.
  • 787 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.