Ferguson Wellman Capital Management’s Southern Company SO Stock Holding History

Ferguson Wellman Capital 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	$248K	Buy	2,592 +62	+2%	+$5.84K	﹤0.01%	398
2026 Q1	$244K	Sell	2,530 -844	-25%	-$78.1K	﹤0.01%	372
2025 Q4	$294K	Sell	3,374 -74	-2%	-$6.76K	﹤0.01%	307
2025 Q3	$327K	Buy	3,448 +913	+36%	+$85.2K	0.01%	296
2025 Q2	$233K	Sell	2,535 -2,300	-48%	-$207K	﹤0.01%	320
2025 Q1	$445K	Buy	4,835 +480	+11%	+$41.6K	0.01%	255
2024 Q4	$359K	Buy	4,355 +36	+0.8%	+$3.16K	0.01%	277
2024 Q3	$389K	Sell	4,319 -98	-2%	-$8.37K	0.01%	280
2024 Q2	$343K	Hold	4,417	–	–	0.01%	288
2024 Q1	$317K	Sell	4,417 -607	-12%	-$41.9K	0.01%	305
2023 Q4	$352K	Buy	5,024 +594	+13%	+$40.8K	0.01%	285
2023 Q3	$287K	Sell	4,430 -67	-1%	-$4.65K	0.01%	297
2023 Q2	$316K	Sell	4,497 -167	-4%	-$12K	0.01%	300
2023 Q1	$325K	Buy	4,664 +154	+3%	+$10.4K	0.01%	290
2022 Q4	$322K	Buy	+4,510	New	+$302K	0.01%	288
2021 Q1	–	Sell	-3,970	Closed	-$244K	–	387
2020 Q4	$244K	Hold	3,970	–	–	0.01%	338
2020 Q3	$215K	Buy	+3,970	New	+$212K	0.01%	328
2017 Q4	–	Sell	-4,329	Closed	-$213K	–	359
2017 Q3	$213K	Hold	4,329	–	–	0.01%	324
2017 Q2	$207K	Hold	4,329	–	–	0.01%	322
2017 Q1	$215K	Sell	4,329 -100	-2%	-$4.94K	0.01%	318
2016 Q4	$218K	Hold	4,429	–	–	0.01%	313
2016 Q3	$227K	Hold	4,429	–	–	0.01%	291
2016 Q2	$238K	Buy	4,429 +259	+6%	+$13K	0.01%	285
2016 Q1	$216K	Buy	+4,170	New	+$203K	0.01%	291
2015 Q1	–	Sell	-4,256	Closed	-$209K	–	337
2014 Q4	$209K	Buy	+4,256	New	+$201K	0.01%	317
2014 Q3	–	Sell	-4,615	Closed	-$209K	–	326
2014 Q2	$209K	Buy	+4,615	New	+$204K	0.01%	314

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

Ferguson Wellman Capital Management's SO Position: Q2 2026 in Review

Ferguson Wellman Capital Management increased its Southern Company (SO) stake by 2.5% in Q2 2026, buying an estimated $5.84K and bringing the position to 2,592 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Ferguson Wellman Capital Management first reported a position in SO in Q2 2014 and has held it in 26 quarters since. The position peaked at $445K in Q1 2025. 853 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Ferguson Wellman Capital Management held 2,592 shares of Southern Company worth $248K as of Q2 2026.
Ferguson Wellman Capital Management bought 62 Southern Company shares in Q2 2026, an estimated $5.84K.
Southern Company made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #398 holding.
Ferguson Wellman Capital Management first reported a position in Southern Company in Q2 2014 and has held it in 26 quarters since.
Ferguson Wellman Capital Management's Southern Company position peaked at $445K in Q1 2025.
853 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.