C1AG
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Client 1st Advisory Group’s Southern Company SO Stock Holding History

Client 1st Advisory Group’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 		$679K Buy
7,089
+286
+4% +$26.9K 0.18% 67
2026
Q1 		$657K Hold
6,803
– – 0.2% 63
2025
Q4 		$593K Hold
6,803
– – 0.19% 65
2025
Q3 		$645K Hold
6,803
– – 0.21% 58
2025
Q2 		$625K Hold
6,803
– – 0.23% 55
2025
Q1 		$626K Sell
6,803
-158
-2% -$13.7K 0.24% 54
2024
Q4 		$573K Hold
6,961
– – 0.22% 56
2024
Q3 		$628K Buy
6,961
+158
+2% +$13.5K 0.25% 47
2024
Q2 		$528K Hold
6,803
– – 0.23% 53
2024
Q1 		$488K Hold
6,803
– – 0.22% 58
2023
Q4 		$477K Buy
6,803
+820
+14% +$56.3K 0.23% 59
2023
Q3 		$387K Hold
5,983
– – 0.2% 61
2023
Q2 		$420K Buy
5,983
+2,600
+77% +$186K 0.22% 60
2023
Q1 		$235K Sell
3,383
-422
-11% -$28.4K 0.13% 81
2022
Q4 		$272K Hold
3,805
– – 0.16% 74
2022
Q3 		$259K Hold
3,805
– – 0.16% 69
2022
Q2 		$271K Hold
3,805
– – 0.16% 63
2022
Q1 		$276K Buy
3,805
+483
+15% +$32.7K 0.13% 68
2021
Q4 		$228K Buy
+3,322
New +$212K 0.11% 72

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Client 1st Advisory Group's SO Position: Q2 2026 in Review

Client 1st Advisory Group increased its Southern Company (SO) stake by 4.2% in Q2 2026, buying an estimated $26.9K and bringing the position to 7,089 shares worth $679K. The position accounts for 0.18% of the portfolio, ranked #67.

Client 1st Advisory Group first reported a position in SO in Q4 2021 and has held it in 19 quarters since. 523 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Client 1st Advisory Group held 7,089 shares of Southern Company worth $679K as of Q2 2026.
  • Client 1st Advisory Group bought 286 Southern Company shares in Q2 2026, an estimated $26.9K.
  • Southern Company made up 0.18% of Client 1st Advisory Group's portfolio in Q2 2026, its #67 holding.
  • Client 1st Advisory Group first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • 523 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.