Cedar Mountain Advisors’s Southern Company SO Stock Holding History

Cedar Mountain 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	$331K	Buy	3,460 +1,914	+124%	+$180K	0.06%	60
2026 Q1	$149K	Sell	1,546 -1,892	-55%	-$175K	0.03%	73
2025 Q4	$300K	Buy	3,438 +13	+0.4%	+$1.19K	0.06%	55
2025 Q3	$325K	Buy	3,425 +84	+3%	+$7.84K	0.06%	52
2025 Q2	$307K	Buy	3,341 +27	+0.8%	+$2.42K	0.06%	50
2025 Q1	$305K	Buy	3,314 +26	+0.8%	+$2.25K	0.07%	49
2024 Q4	$271K	Buy	3,288 +78	+2%	+$6.84K	0.06%	50
2024 Q3	$290K	Buy	3,210 +25	+0.8%	+$2.14K	0.07%	50
2024 Q2	$247K	Buy	3,185 +29	+0.9%	+$2.2K	0.06%	44
2024 Q1	$226K	Buy	3,156 +32	+1%	+$2.21K	0.06%	47
2023 Q4	$219K	Buy	3,124 +30	+1%	+$2.06K	0.06%	42
2023 Q3	$200K	Buy	3,094 +31	+1%	+$2.15K	0.06%	41
2023 Q2	$215K	Buy	3,063 +31	+1%	+$2.22K	0.06%	39
2023 Q1	$211K	Buy	3,032 +31	+1%	+$2.09K	0.06%	40
2022 Q4	$214K	Buy	3,001 +13	+0.4%	+$869	0.07%	39
2022 Q3	$203K	Buy	2,988 +11	+0.4%	+$833	0.07%	37
2022 Q2	$212K	Buy	2,977 +11	+0.4%	+$808	0.07%	37
2022 Q1	$215K	Buy	2,966 +12	+0.4%	+$813	0.06%	40
2021 Q4	$203K	Buy	2,954 +30	+1%	+$1.91K	0.06%	39
2021 Q3	$181K	Buy	2,924 +28	+1%	+$1.8K	0.06%	41
2021 Q2	$175K	Buy	2,896 +30	+1%	+$1.92K	0.06%	42
2021 Q1	$178K	Buy	2,866 +30	+1%	+$1.8K	0.06%	44
2020 Q4	$174K	Buy	2,836 +30	+1%	+$1.8K	0.06%	41
2020 Q3	$152K	Buy	2,806 +33	+1%	+$1.76K	0.06%	41
2020 Q2	$144K	Buy	2,773 +30	+1%	+$1.67K	0.06%	41
2020 Q1	$149K	Buy	2,743 +27	+1%	+$1.71K	0.07%	36
2019 Q4	$173K	Buy	+2,716	New	+$168K	0.07%	35

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 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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Cedar Mountain Advisors's SO Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Southern Company (SO) stake by 124% in Q2 2026, buying an estimated $180K and bringing the position to 3,460 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #60.

Cedar Mountain Advisors first reported a position in SO in Q4 2019 and has held it in 27 quarters since. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Cedar Mountain Advisors held 3,460 shares of Southern Company worth $331K as of Q2 2026.
Cedar Mountain Advisors bought 1,914 Southern Company shares in Q2 2026, an estimated $180K.
Southern Company made up 0.06% of Cedar Mountain Advisors's portfolio in Q2 2026, its #60 holding.
Cedar Mountain Advisors first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.