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Elevation Wealth Partners’s Southern Company SO Stock Holding History

Elevation 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 		$19.5K Buy
204
+148
+264% +$13.9K 0.01% 600
2026
Q1 		$5.41K Hold
56
– – ﹤0.01% 688
2025
Q4 		$4.88K Buy
56
+14
+33% +$1.28K ﹤0.01% 636
2025
Q3 		$3.98K Buy
+42
New +$3.92K ﹤0.01% 521

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Elevation Wealth Partners increased its Southern Company (SO) stake by 264% in Q2 2026, buying an estimated $13.9K and bringing the position to 204 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #600.

Elevation Wealth Partners first reported a position in SO in Q3 2025 and has held it in 4 quarters since. 1,046 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Elevation Wealth Partners held 204 shares of Southern Company worth $19.5K as of Q2 2026.
  • Elevation Wealth Partners bought 148 Southern Company shares in Q2 2026, an estimated $13.9K.
  • Southern Company made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #600 holding.
  • Elevation Wealth Partners first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.