EWM
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Empirical Wealth Management’s Southern Company SO Stock Holding History

Empirical Wealth Management’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 		$598K Sell
6,246
-79
-1% -$7.44K 0.01% 607
2026
Q1 		$610K Sell
6,325
-6,526
-51% -$604K 0.01% 508
2025
Q4 		$1.12M Sell
12,851
-661
-5% -$60.3K 0.02% 322
2025
Q3 		$1.28M Sell
13,512
-16,207
-55% -$1.51M 0.03% 296
2025
Q2 		$2.73M Buy
29,719
+3,519
+13% +$316K 0.06% 190
2025
Q1 		$2.41M Buy
26,200
+22,044
+530% +$1.91M 0.06% 192
2024
Q4 		$342K Sell
4,156
-640
-13% -$56.1K 0.01% 479
2024
Q3 		$432K Sell
4,796
-941
-16% -$80.4K 0.01% 394
2024
Q2 		$445K Buy
5,737
+2,729
+91% +$207K 0.01% 382
2024
Q1 		$216K Buy
3,008
+50
+2% +$3.45K 0.01% 497
2023
Q4 		$207K Buy
+2,958
New +$203K 0.01% 468

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

Empirical Wealth Management's SO Position: Q2 2026 in Review

Empirical Wealth Management reduced its Southern Company (SO) stake by 1.2% in Q2 2026, selling an estimated $7.44K and leaving 6,246 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #607.

Empirical Wealth Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.73M in Q2 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Empirical Wealth Management held 6,246 shares of Southern Company worth $598K as of Q2 2026.
  • Empirical Wealth Management sold 79 Southern Company shares in Q2 2026, an estimated $7.44K.
  • Southern Company made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Empirical Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Empirical Wealth Management's Southern Company position peaked at $2.73M in Q2 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.