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Byrne Asset Management’s Southern Company SO Stock Holding History

Byrne Asset Management’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 		$319K Hold
3,331
– – 0.17% 98
2026
Q1 		$322K Sell
3,331
-444
-12% -$41.1K 0.19% 95
2025
Q4 		$329K Buy
+3,775
New +$345K 0.18% 94
2025
Q3 		– Sell
-3,975
Closed -$371K – 82
2025
Q2 		$365K Sell
3,975
-200
-5% -$18K 0.24% 79
2025
Q1 		$384K Buy
+4,175
New +$361K 0.28% 75
2024
Q4 		– Sell
-3,925
Closed -$344K – 80
2024
Q3 		$354K Buy
+3,925
New +$335K 0.24% 81
2024
Q2 		– Sell
-3,925
Closed -$297K – 88
2024
Q1 		$282K Sell
3,925
-50
-1% -$3.45K 0.2% 98
2023
Q4 		$276K Sell
3,975
-275
-6% -$18.9K 0.21% 97
2023
Q3 		$275K Buy
+4,250
New +$295K 0.23% 88
2023
Q2 		– Sell
-4,475
Closed -$321K – 120
2023
Q1 		$311K Sell
4,475
-139
-3% -$9.36K 0.22% 108
2022
Q4 		$329K Sell
4,614
-600
-12% -$40.1K 0.24% 104
2022
Q3 		$355K Sell
5,214
-200
-4% -$15.2K 0.27% 95
2022
Q2 		$386K Sell
5,414
-161
-3% -$11.8K 0.29% 78
2022
Q1 		$404K Hold
5,575
– – 0.25% 82
2021
Q4 		$382K Buy
+5,575
New +$355K 0.25% 84

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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Byrne Asset Management's SO Position: Q2 2026 in Review

Byrne Asset Management held its Southern Company (SO) position steady in Q2 2026 at 3,331 shares worth $319K. The position accounts for 0.17% of the portfolio, ranked #98.

Byrne Asset Management first reported a position in SO in Q4 2021 and has held it in 15 quarters since. The position peaked at $404K in Q1 2022. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Byrne Asset Management held 3,331 shares of Southern Company worth $319K as of Q2 2026.
  • Byrne Asset Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.17% of Byrne Asset Management's portfolio in Q2 2026, its #98 holding.
  • Byrne Asset Management first reported a position in Southern Company in Q4 2021 and has held it in 15 quarters since.
  • Byrne Asset Management's Southern Company position peaked at $404K in Q1 2022.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.