Curated Wealth Partners’s Southern Company SO Stock Holding History

Curated Wealth Partners’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	$7.99M	Buy	+19,873	New	+$1.87M	1.03%	9

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

Curated Wealth Partners's SO Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Southern Company (SO) in Q2 2026: 19,873 shares worth $7.99M. The stake represents 1.03% of the portfolio and ranks #9 among its holdings.

858 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Curated Wealth Partners held 19,873 shares of Southern Company worth $7.99M as of Q2 2026.
Southern Company was a new Curated Wealth Partners position in Q2 2026.
Southern Company made up 1.03% of Curated Wealth Partners's portfolio in Q2 2026, its #9 holding.
858 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.