CGC Financial Services’s Southern Company SO Stock Holding History

CGC Financial Services’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	$28K	Sell	293 -200	-41%	-$18.8K	0.01%	164
2026 Q1	$47.6K	Buy	493 +200	+68%	+$18.5K	0.01%	127
2025 Q4	$25.6K	Hold	293	–	–	0.01%	173
2025 Q3	$27.8K	Hold	293	–	–	0.01%	166
2025 Q2	$26.9K	Hold	293	–	–	0.01%	159
2025 Q1	$26.9K	Hold	293	–	–	0.01%	144
2024 Q4	$24.1K	Hold	293	–	–	0.01%	152
2024 Q3	$26.4K	Buy	293 +233	+388%	+$19.9K	0.01%	139
2024 Q2	$4.65K	Hold	60	–	–	﹤0.01%	244
2024 Q1	$4.3K	Sell	60 -210	-78%	-$14.5K	﹤0.01%	252
2023 Q4	$18.9K	Buy	270 +210	+350%	+$14.4K	0.01%	174
2023 Q3	$3.88K	Hold	60	–	–	﹤0.01%	218
2023 Q2	$4.21K	Buy	+60	New	+$4.3K	﹤0.01%	228

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

CGC Financial Services's SO Position: Q2 2026 in Review

CGC Financial Services reduced its Southern Company (SO) stake by 41% in Q2 2026, selling an estimated $18.8K and leaving 293 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #164.

CGC Financial Services first reported a position in SO in Q2 2023 and has held it in 13 quarters since. The position peaked at $47.6K in Q1 2026. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

CGC Financial Services held 293 shares of Southern Company worth $28K as of Q2 2026.
CGC Financial Services sold 200 Southern Company shares in Q2 2026, an estimated $18.8K.
Southern Company made up 0.01% of CGC Financial Services's portfolio in Q2 2026, its #164 holding.
CGC Financial Services first reported a position in Southern Company in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Southern Company position peaked at $47.6K in Q1 2026.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.