Cary Street Partners’s Southern Company SO Stock Holding History

Cary Street Partners’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	$3.63M	Sell	37,961 -279	-0.7%	-$26.3K	0.08%	250
2026 Q1	$3.69M	Buy	38,240 +229	+0.6%	+$21.2K	0.09%	224
2025 Q4	$3.31M	Buy	38,011 +627	+2%	+$57.2K	0.08%	240
2025 Q3	$3.54M	Buy	37,384 +853	+2%	+$79.6K	0.09%	228
2025 Q2	$3.35M	Sell	36,531 -28,954	-44%	-$2.6M	0.09%	226
2025 Q1	$6.02M	Buy	65,485 +25,700	+65%	+$2.22M	0.19%	126
2024 Q4	$3.28M	Buy	+39,785	New	+$3.49M	0.11%	187

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

Cary Street Partners's SO Position: Q2 2026 in Review

Cary Street Partners reduced its Southern Company (SO) stake by 0.73% in Q2 2026, selling an estimated $26.3K and leaving 37,961 shares worth $3.63M. The position accounts for 0.08% of the portfolio, ranked #250.

Cary Street Partners first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.02M in Q1 2025. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Cary Street Partners held 37,961 shares of Southern Company worth $3.63M as of Q2 2026.
Cary Street Partners sold 279 Southern Company shares in Q2 2026, an estimated $26.3K.
Southern Company made up 0.08% of Cary Street Partners's portfolio in Q2 2026, its #250 holding.
Cary Street Partners first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Southern Company position peaked at $6.02M in Q1 2025.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.