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Eagle Strategies’s Southern Company SO Stock Holding History

Eagle Strategies’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 		$905K Buy
9,460
+7
+0.1% +$659 0.09% 153
2026
Q1 		$912K Buy
9,453
+18
+0.2% +$1.67K 0.11% 135
2025
Q4 		$823K Buy
9,435
+23
+0.2% +$2.1K 0.11% 131
2025
Q3 		$892K Buy
9,412
+4
+0% +$373 0.12% 123
2025
Q2 		$864K Buy
9,408
+3
+0% +$269 0.13% 114
2025
Q1 		$865K Sell
9,405
-46
-0.5% -$3.98K 0.15% 111
2024
Q4 		$778K Buy
9,451
+53
+0.6% +$4.65K 0.13% 116
2024
Q3 		$848K Buy
9,398
+3
+0% +$256 0.15% 103
2024
Q2 		$729K Buy
9,395
+6,594
+235% +$500K 0.14% 111
2024
Q1 		$201K Sell
2,801
-6,222
-69% -$430K 0.04% 257
2023
Q4 		$633K Sell
9,023
-93
-1% -$6.39K 0.14% 108
2023
Q3 		$590K Buy
9,116
+3
+0% +$208 0.15% 107
2023
Q2 		$640K Buy
9,113
+2
+0% +$143 0.16% 104
2023
Q1 		$634K Buy
9,111
+3
+0% +$202 0.16% 100
2022
Q4 		$650K Buy
+9,108
New +$609K 0.19% 94
2022
Q3 		– Sell
-9,269
Closed -$661K – 139
2022
Q2 		$661K Sell
9,269
-37
-0.4% -$2.72K 0.24% 81
2022
Q1 		$675K Buy
9,306
+42
+0.5% +$2.84K 0.26% 70
2021
Q4 		$635K Buy
+9,264
New +$591K 0.25% 74

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

Eagle Strategies's SO Position: Q2 2026 in Review

Eagle Strategies increased its Southern Company (SO) stake by 0.07% in Q2 2026, buying an estimated $659 and bringing the position to 9,460 shares worth $905K. The position accounts for 0.09% of the portfolio, ranked #153.

Eagle Strategies first reported a position in SO in Q4 2021 and has held it in 18 quarters since. The position peaked at $912K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Eagle Strategies held 9,460 shares of Southern Company worth $905K as of Q2 2026.
  • Eagle Strategies bought 7 Southern Company shares in Q2 2026, an estimated $659.
  • Southern Company made up 0.09% of Eagle Strategies's portfolio in Q2 2026, its #153 holding.
  • Eagle Strategies first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • Eagle Strategies's Southern Company position peaked at $912K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.