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Community Financial Services Group’s Southern Company SO Stock Holding History

Community Financial Services 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 		$133K Buy
1,401
+890
+174% +$83.8K 0.02% 154
2026
Q1 		$49.5K Buy
+511
New +$47.3K 0.01% 193
2015
Q2 		– Sell
-18
Closed – – 327
2015
Q1 		$0 Buy
+18
New +$855 ﹤0.01% 351
2013
Q4 		– Sell
-92
Closed -$4K – 165
2013
Q3 		$4K Hold
92
– – ﹤0.01% 209
2013
Q2 		$4K Buy
+92
New +$4.23K ﹤0.01% 209

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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Community Financial Services Group's SO Position: Q2 2026 in Review

Community Financial Services Group increased its Southern Company (SO) stake by 174% in Q2 2026, buying an estimated $83.8K and bringing the position to 1,401 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #154.

Community Financial Services Group first reported a position in SO in Q2 2013 and has held it in 5 quarters since. 490 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Community Financial Services Group held 1,401 shares of Southern Company worth $133K as of Q2 2026.
  • Community Financial Services Group bought 890 Southern Company shares in Q2 2026, an estimated $83.8K.
  • Southern Company made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #154 holding.
  • Community Financial Services Group first reported a position in Southern Company in Q2 2013 and has held it in 5 quarters since.
  • 490 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.