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Columbia Asset Management’s Southern Company SO Stock Holding History

Columbia Asset Management’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
2025
Q1 		– Sell
-10,000
Closed -$10.2K – 268
2024
Q4 		$10.2K Buy
+10,000
New +$877K ﹤0.01% 263

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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

Columbia Asset Management's SO Position: Q2 2026 in Review

Columbia Asset Management reduced its Southern Company (SO) stake by 8.1% in Q2 2026, selling an estimated $59.1K and leaving 7,141 shares worth $683K. The position accounts for 0.12% of the portfolio, ranked #107.

Columbia Asset Management first reported a position in SO in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.91M in Q3 2019. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Columbia Asset Management held 7,141 shares of Southern Company worth $683K as of Q2 2026.
  • Columbia Asset Management sold 628 Southern Company shares in Q2 2026, an estimated $59.1K.
  • Southern Company made up 0.12% of Columbia Asset Management's portfolio in Q2 2026, its #107 holding.
  • Columbia Asset Management first reported a position in Southern Company in Q1 2014 and has held it in 49 quarters since.
  • Columbia Asset Management's Southern Company position peaked at $1.91M in Q3 2019.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Columbia Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.