Compass Wealth Management (Georgia)’s Southern Company SO Stock Holding History

Compass Wealth Management (Georgia)’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	$1.97M	Buy	20,606 +1,843	+10%	+$174K	0.79%	26
2026 Q1	$1.81M	Buy	18,763 +37	+0.2%	+$3.42K	0.77%	25
2025 Q4	$1.63M	Buy	18,726 +43	+0.2%	+$3.93K	0.67%	29
2025 Q3	$1.77M	Buy	18,683 +38	+0.2%	+$3.55K	0.78%	28
2025 Q2	$1.71M	Buy	+18,645	New	+$1.67M	0.92%	27

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

Compass Wealth Management (Georgia)'s SO Position: Q2 2026 in Review

Compass Wealth Management (Georgia) increased its Southern Company (SO) stake by 9.8% in Q2 2026, buying an estimated $174K and bringing the position to 20,606 shares worth $1.97M. The position accounts for 0.79% of the portfolio, ranked #26.

Compass Wealth Management (Georgia) first reported a position in SO in Q2 2025 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Compass Wealth Management (Georgia) held 20,606 shares of Southern Company worth $1.97M as of Q2 2026.
Compass Wealth Management (Georgia) bought 1,843 Southern Company shares in Q2 2026, an estimated $174K.
Southern Company made up 0.79% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #26 holding.
Compass Wealth Management (Georgia) first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.