Cross Staff Investments’s Southern Company SO Stock Holding History

Cross Staff Investments’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	$558K	Hold	5,835	–	–	0.31%	76
2026 Q1	$563K	Hold	5,835	–	–	0.29%	72
2025 Q4	$509K	Hold	5,835	–	–	0.28%	79
2025 Q3	$553K	Hold	5,835	–	–	0.39%	74
2025 Q2	$536K	Hold	5,835	–	–	0.4%	72
2025 Q1	$537K	Hold	5,835	–	–	0.41%	70
2024 Q4	$480K	Hold	5,835	–	–	0.33%	76
2024 Q3	$526K	Hold	5,835	–	–	0.41%	68
2024 Q2	$453K	Hold	5,835	–	–	0.38%	70
2024 Q1	$419K	Sell	5,835 -200	-3%	-$13.8K	0.35%	80
2023 Q4	$423K	Hold	6,035	–	–	0.37%	72
2023 Q3	$391K	Sell	6,035 -500	-8%	-$34.7K	0.38%	73
2023 Q2	$459K	Hold	6,535	–	–	0.42%	69
2023 Q1	$455K	Hold	6,535	–	–	0.45%	67
2022 Q4	$467K	Hold	6,535	–	–	0.49%	68
2022 Q3	$444K	Hold	6,535	–	–	0.5%	61
2022 Q2	$466K	Hold	6,535	–	–	0.51%	63
2022 Q1	$474K	Hold	6,535	–	–	0.44%	68
2021 Q4	$448K	Buy	+6,535	New	+$417K	0.4%	79

Other funds holding SO

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

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Cross Staff Investments's SO Position: Q2 2026 in Review

Cross Staff Investments held its Southern Company (SO) position steady in Q2 2026 at 5,835 shares worth $558K. The position accounts for 0.31% of the portfolio, ranked #76.

Cross Staff Investments first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $563K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Cross Staff Investments held 5,835 shares of Southern Company worth $558K as of Q2 2026.
Cross Staff Investments left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.31% of Cross Staff Investments's portfolio in Q2 2026, its #76 holding.
Cross Staff Investments first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
Cross Staff Investments's Southern Company position peaked at $563K in Q1 2026.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.