FFA
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Farther Finance Advisors’s Southern Company SO Stock Holding History

Farther Finance 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 		$12.8M Buy
133,520
+6,462
+5% +$608K 0.1% 175
2026
Q1 		$12.3M Buy
127,058
+3,936
+3% +$364K 0.12% 155
2025
Q4 		$10.7M Buy
123,122
+61,298
+99% +$5.6M 0.12% 157
2025
Q3 		$5.86M Buy
61,824
+17,965
+41% +$1.68M 0.09% 195
2025
Q2 		$4.03M Buy
43,859
+3,268
+8% +$294K 0.08% 222
2025
Q1 		$3.73M Buy
40,591
+15,584
+62% +$1.35M 0.1% 197
2024
Q4 		$2.06M Buy
25,007
+2,879
+13% +$253K 0.07% 219
2024
Q3 		$2M Buy
22,128
+9,222
+71% +$788K 0.07% 209
2024
Q2 		$994K Buy
12,906
+2,385
+23% +$181K 0.05% 304
2024
Q1 		$748K Buy
10,521
+1,143
+12% +$78.9K 0.05% 306
2023
Q4 		$658K Buy
9,378
+6,597
+237% +$453K 0.05% 299
2023
Q3 		$180K Buy
2,781
+743
+36% +$51.6K 0.03% 409
2023
Q2 		$143K Buy
2,038
+270
+15% +$19.4K 0.03% 373
2023
Q1 		$123K Buy
1,768
+573
+48% +$38.6K 0.04% 352
2022
Q4 		$85.3K Buy
+1,195
New +$79.9K 0.03% 359

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

Farther Finance Advisors's SO Position: Q2 2026 in Review

Farther Finance Advisors increased its Southern Company (SO) stake by 5.1% in Q2 2026, buying an estimated $608K and bringing the position to 133,520 shares worth $12.8M. The position accounts for 0.1% of the portfolio, ranked #175.

Farther Finance Advisors first reported a position in SO in Q4 2022 and has held it in 15 quarters since. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Farther Finance Advisors held 133,520 shares of Southern Company worth $12.8M as of Q2 2026.
  • Farther Finance Advisors bought 6,462 Southern Company shares in Q2 2026, an estimated $608K.
  • Southern Company made up 0.1% of Farther Finance Advisors's portfolio in Q2 2026, its #175 holding.
  • Farther Finance Advisors first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.