Eastover Investment Advisors’s Southern Company SO Stock Holding History

Eastover Investment Advisors’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	$496K	Hold	5,185	–	–	0.2%	35
2026 Q1	$500K	Hold	5,185	–	–	0.21%	34
2025 Q4	$452K	Hold	5,185	–	–	0.2%	33
2025 Q3	$491K	Hold	5,185	–	–	0.21%	33
2025 Q2	$476K	Hold	5,185	–	–	0.21%	31
2025 Q1	$477K	Hold	5,185	–	–	0.23%	35
2024 Q4	$427K	Hold	5,185	–	–	0.2%	37
2024 Q3	$468K	Hold	5,185	–	–	0.22%	37
2024 Q2	$402K	Hold	5,185	–	–	0.19%	38
2024 Q1	$372K	Hold	5,185	–	–	0.18%	39
2023 Q4	$364K	Hold	5,185	–	–	0.19%	40
2023 Q3	$336K	Hold	5,185	–	–	0.2%	39
2023 Q2	$364K	Hold	5,185	–	–	0.19%	41
2023 Q1	$361K	Hold	5,185	–	–	0.2%	41
2022 Q4	$370K	Hold	5,185	–	–	0.21%	44
2022 Q3	$332K	Hold	5,185	–	–	0.21%	44
2022 Q2	$370K	Sell	5,185 -4,544	-47%	-$334K	0.23%	43
2022 Q1	$705K	Buy	+9,729	New	+$659K	0.37%	38

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

Eastover Investment Advisors's SO Position: Q2 2026 in Review

Eastover Investment Advisors held its Southern Company (SO) position steady in Q2 2026 at 5,185 shares worth $496K. The position accounts for 0.2% of the portfolio, ranked #35.

Eastover Investment Advisors first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $705K in Q1 2022. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Eastover Investment Advisors held 5,185 shares of Southern Company worth $496K as of Q2 2026.
Eastover Investment Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.2% of Eastover Investment Advisors's portfolio in Q2 2026, its #35 holding.
Eastover Investment Advisors first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
Eastover Investment Advisors's Southern Company position peaked at $705K in Q1 2022.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Eastover Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.