Cantor Fitzgerald Investment Advisors’s Southern Company SO Stock Holding History

Cantor Fitzgerald Investment 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	$431K	Sell	4,500 -500	-10%	-$47.1K	0.03%	156
2026 Q1	$483K	Hold	5,000	–	–	0.04%	151
2025 Q4	$436K	Hold	5,000	–	–	0.03%	156
2025 Q3	$474K	Hold	5,000	–	–	0.03%	155
2025 Q2	$459K	Sell	5,000 -600	-11%	-$53.9K	0.03%	155
2025 Q1	$515K	Hold	5,600	–	–	0.04%	147
2024 Q4	$461K	Sell	5,600 -240	-4%	-$21.1K	0.03%	155
2024 Q3	$527K	Buy	5,840 +140	+2%	+$12K	0.04%	154
2024 Q2	$442K	Hold	5,700	–	–	0.03%	131
2024 Q1	$409K	Hold	5,700	–	–	0.03%	130
2023 Q4	$400K	Buy	+5,700	New	+$391K	0.03%	132

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

Cantor Fitzgerald Investment Advisors's SO Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors reduced its Southern Company (SO) stake by 10% in Q2 2026, selling an estimated $47.1K and leaving 4,500 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #156.

Cantor Fitzgerald Investment Advisors first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $527K in Q3 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Cantor Fitzgerald Investment Advisors held 4,500 shares of Southern Company worth $431K as of Q2 2026.
Cantor Fitzgerald Investment Advisors sold 500 Southern Company shares in Q2 2026, an estimated $47.1K.
Southern Company made up 0.03% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #156 holding.
Cantor Fitzgerald Investment Advisors first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Cantor Fitzgerald Investment Advisors's Southern Company position peaked at $527K in Q3 2024.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.