Certified Advisory Corp’s Southern Company SO Stock Holding History

Certified Advisory Corp’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	$745K	Sell	7,788 -1,067	-12%	-$100K	0.06%	193
2026 Q1	$855K	Buy	8,855 +22	+0.2%	+$2.04K	0.08%	174
2025 Q4	$770K	Buy	8,833 +126	+1%	+$11.5K	0.07%	175
2025 Q3	$825K	Buy	8,707 +21	+0.2%	+$1.96K	0.08%	169
2025 Q2	$798K	Buy	8,686 +4	+0%	+$359	0.08%	168
2025 Q1	$798K	Sell	8,682 -1,303	-13%	-$113K	0.09%	160
2024 Q4	$822K	Sell	9,985 -9	-0.1%	-$790	0.09%	155
2024 Q3	$901K	Buy	9,994 +2,207	+28%	+$189K	0.1%	151
2024 Q2	$604K	Buy	+7,787	New	+$590K	0.08%	171
2023 Q4	–	Sell	-1,302	Closed	-$84.3K	–	310
2023 Q3	$84.3K	Buy	1,302 +3	+0.2%	+$208	0.02%	245
2023 Q2	$91.2K	Buy	1,299 +4	+0.3%	+$287	0.02%	227
2023 Q1	$90.1K	Buy	+1,295	New	+$87.2K	0.02%	242
2022 Q3	–	Sell	-42	Closed	-$3K	–	252
2022 Q2	$3K	Sell	42 -969	-96%	-$71.1K	﹤0.01%	209
2022 Q1	$73K	Buy	+1,011	New	+$68.5K	0.02%	221
2021 Q4	–	Sell	-42	Closed	-$3K	–	252
2021 Q3	$3K	Buy	+42	New	+$2.7K	﹤0.01%	220
2021 Q2	–	Sell	-887	Closed	-$56K	–	649
2021 Q1	$56K	Buy	+887	New	+$53.1K	0.01%	333
2020 Q2	$42K	Buy	823 +3	+0.4%	+$167	0.01%	329
2020 Q1	$44K	Buy	820 +3	+0.4%	+$190	0.02%	299
2019 Q4	$52K	Buy	817 +3	+0.4%	+$186	0.02%	312
2019 Q3	$51K	Buy	814 +4	+0.5%	+$232	0.02%	315
2019 Q2	$44K	Buy	810 +3	+0.4%	+$161	0.02%	340
2019 Q1	$42K	Buy	807 +42	+5%	+$2.06K	0.02%	319
2018 Q4	$34K	Sell	765 -7,004	-90%	-$318K	0.02%	333
2018 Q3	$339K	Sell	7,769 -707	-8%	-$32.6K	0.16%	113
2018 Q2	$393K	Buy	8,476 +1	+0%	+$45	0.22%	99
2018 Q1	$378K	Hold	8,475	–	–	0.22%	103
2017 Q4	$407K	Buy	+8,475	New	+$432K	0.29%	74

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

Certified Advisory Corp's SO Position: Q2 2026 in Review

Certified Advisory Corp reduced its Southern Company (SO) stake by 12% in Q2 2026, selling an estimated $100K and leaving 7,788 shares worth $745K. The position accounts for 0.06% of the portfolio, ranked #193.

Certified Advisory Corp first reported a position in SO in Q4 2017 and has held it in 27 quarters since. The position peaked at $901K in Q3 2024. 811 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Certified Advisory Corp held 7,788 shares of Southern Company worth $745K as of Q2 2026.
Certified Advisory Corp sold 1,067 Southern Company shares in Q2 2026, an estimated $100K.
Southern Company made up 0.06% of Certified Advisory Corp's portfolio in Q2 2026, its #193 holding.
Certified Advisory Corp first reported a position in Southern Company in Q4 2017 and has held it in 27 quarters since.
Certified Advisory Corp's Southern Company position peaked at $901K in Q3 2024.
811 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.