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Comprehensive Financial Consultants Institutional’s Southern Company SO Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$243K Hold
2,540
– – 0.06% 189
2026
Q1 		$245K Hold
2,540
– – 0.07% 180
2025
Q4 		$221K Sell
2,540
-40
-2% -$3.65K 0.07% 181
2025
Q3 		$245K Sell
2,580
-328
-11% -$30.6K 0.08% 171
2025
Q2 		$267K Buy
2,908
+328
+13% +$29.5K 0.09% 165
2025
Q1 		$237K Buy
2,580
+100
+4% +$8.66K 0.08% 165
2024
Q4 		$204K Hold
2,480
– – 0.07% 164
2024
Q3 		$224K Buy
+2,480
New +$212K 0.08% 158
2023
Q3 		– Sell
-3,315
Closed -$233K – 165
2023
Q2 		$233K Hold
3,315
– – 0.12% 147
2023
Q1 		$231K Hold
3,315
– – 0.13% 145
2022
Q4 		$233K Buy
+3,315
New +$222K 0.14% 140
2022
Q1 		– Sell
-2,480
Closed -$161K – 445
2021
Q4 		$161K Buy
+2,480
New +$158K 0.1% 170

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

Comprehensive Financial Consultants Institutional's SO Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional held its Southern Company (SO) position steady in Q2 2026 at 2,540 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #189.

Comprehensive Financial Consultants Institutional first reported a position in SO in Q4 2021 and has held it in 12 quarters since. The position peaked at $267K in Q2 2025. 768 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 2,540 shares of Southern Company worth $243K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.06% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #189 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Southern Company in Q4 2021 and has held it in 12 quarters since.
  • Comprehensive Financial Consultants Institutional's Southern Company position peaked at $267K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.