Cherokee Insurance’s Southern Company SO Stock Holding History

Cherokee Insurance’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	$842K	Hold	8,800	–	–	0.33%	73
2026 Q1	$849K	Hold	8,800	–	–	0.32%	73
2025 Q4	$767K	Hold	8,800	–	–	0.31%	71
2025 Q3	$834K	Sell	8,800 -2,200	-20%	-$205K	0.36%	62
2025 Q2	$1.01M	Hold	11,000	–	–	0.44%	58
2025 Q1	$1.01M	Hold	11,000	–	–	0.45%	54
2024 Q4	$906K	Buy	+11,000	New	+$965K	0.41%	57

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cherokee Insurance's SO Position: Q2 2026 in Review

Cherokee Insurance held its Southern Company (SO) position steady in Q2 2026 at 8,800 shares worth $842K. The position accounts for 0.33% of the portfolio, ranked #73.

Cherokee Insurance first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Cherokee Insurance held 8,800 shares of Southern Company worth $842K as of Q2 2026.
Cherokee Insurance left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.33% of Cherokee Insurance's portfolio in Q2 2026, its #73 holding.
Cherokee Insurance first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Cherokee Insurance's Southern Company position peaked at $1.01M in Q1 2025.
1,285 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.