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Cyndeo Wealth Partners’s Southern Company SO Stock Holding History

Cyndeo 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 		$790K Buy
8,254
+200
+2% +$18.8K 0.04% 287
2026
Q1 		$777K Sell
8,054
-41
-0.5% -$3.79K 0.04% 263
2025
Q4 		$706K Buy
8,095
+251
+3% +$22.9K 0.04% 282
2025
Q3 		$743K Buy
7,844
+1,330
+20% +$124K 0.04% 268
2025
Q2 		$598K Sell
6,514
-36
-0.5% -$3.23K 0.04% 285
2025
Q1 		$602K Buy
6,550
+9
+0.1% +$779 0.04% 273
2024
Q4 		$538K Buy
6,541
+19
+0.3% +$1.67K 0.04% 285
2024
Q3 		$588K Buy
6,522
+339
+5% +$29K 0.04% 275
2024
Q2 		$480K Buy
6,183
+66
+1% +$5K 0.04% 287
2024
Q1 		$439K Sell
6,117
-179
-3% -$12.4K 0.04% 272
2023
Q4 		$442K Buy
6,296
+508
+9% +$34.9K 0.04% 261
2023
Q3 		$375K Sell
5,788
-52,644
-90% -$3.65M 0.04% 248
2023
Q2 		$4.1M Buy
58,432
+2,670
+5% +$191K 0.43% 72
2023
Q1 		$3.88M Buy
55,762
+52,309
+1,515% +$3.52M 0.42% 75
2022
Q4 		$247K Buy
+3,453
New +$231K 0.03% 273

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

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

Cyndeo Wealth Partners increased its Southern Company (SO) stake by 2.5% in Q2 2026, buying an estimated $18.8K and bringing the position to 8,254 shares worth $790K. The position accounts for 0.04% of the portfolio, ranked #287.

Cyndeo Wealth Partners first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.1M in Q2 2023. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cyndeo Wealth Partners held 8,254 shares of Southern Company worth $790K as of Q2 2026.
  • Cyndeo Wealth Partners bought 200 Southern Company shares in Q2 2026, an estimated $18.8K.
  • Southern Company made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #287 holding.
  • Cyndeo Wealth Partners first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Southern Company position peaked at $4.1M in Q2 2023.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.