Corsicana & Co’s Southern Company SO Stock Holding History

Corsicana & Co’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	$270K	Sell	2,820 -100	-3%	-$9.41K	0.13%	84
2026 Q1	$268K	Buy	2,920 +100	+4%	+$9.25K	0.17%	72
2025 Q4	$246K	Hold	2,820	–	–	0.14%	78
2025 Q3	$267K	Buy	+2,820	New	+$263K	0.15%	74
2022 Q3	$204K	Hold	3,000	–	–	0.17%	73
2022 Q2	$214K	Buy	3,000 +1,000	+50%	+$73.4K	0.17%	74
2022 Q1	$145K	Hold	2,000	–	–	0.09%	87
2021 Q4	$137K	Hold	2,000	–	–	0.08%	90
2021 Q3	$124K	Hold	2,000	–	–	0.08%	92
2021 Q2	$121K	Buy	+2,000	New	+$128K	0.08%	93

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Corsicana & Co's SO Position: Q2 2026 in Review

Corsicana & Co reduced its Southern Company (SO) stake by 3.4% in Q2 2026, selling an estimated $9.41K and leaving 2,820 shares worth $270K. The position accounts for 0.13% of the portfolio, ranked #84.

Corsicana & Co first reported a position in SO in Q2 2021 and has held it in 10 quarters since. 1,281 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Corsicana & Co held 2,820 shares of Southern Company worth $270K as of Q2 2026.
Corsicana & Co sold 100 Southern Company shares in Q2 2026, an estimated $9.41K.
Southern Company made up 0.13% of Corsicana & Co's portfolio in Q2 2026, its #84 holding.
Corsicana & Co first reported a position in Southern Company in Q2 2021 and has held it in 10 quarters since.
1,281 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Corsicana & Co's 13F filing for Q2 2026, filed 24 Jul 2026.