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CWA Asset Management Group’s Southern Company SO Stock Holding History

CWA Asset Management Group’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 		$431K Hold
4,500
– – 0.01% 524
2026
Q1 		$434K Buy
+4,500
New +$416K 0.01% 513

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

CWA Asset Management Group's SO Position: Q2 2026 in Review

CWA Asset Management Group increased its Southern Company (SO) stake by 2.6% in Q2 2026, buying an estimated $521K and bringing the position to 214,338 shares worth $20.5M. The position accounts for 0.63% of the portfolio, ranked #29.

CWA Asset Management Group first reported a position in SO in Q4 2015 and has held it in 42 quarters since. 416 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CWA Asset Management Group held 214,338 shares of Southern Company worth $20.5M as of Q2 2026.
  • CWA Asset Management Group bought 5,531 Southern Company shares in Q2 2026, an estimated $521K.
  • Southern Company made up 0.63% of CWA Asset Management Group's portfolio in Q2 2026, its #29 holding.
  • CWA Asset Management Group first reported a position in Southern Company in Q4 2015 and has held it in 42 quarters since.
  • 416 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.