Fifth Third Wealth Advisors’s Southern Company SO Stock Holding History

Fifth Third Wealth 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	$3.64M	Sell	38,052 -2,367	-6%	-$223K	0.1%	146
2026 Q1	$3.9M	Buy	40,419 +29,459	+269%	+$2.73M	0.13%	123
2025 Q4	$956K	Sell	10,960 -474	-4%	-$43.3K	0.03%	267
2025 Q3	$1.08M	Buy	11,434 +702	+7%	+$65.5K	0.04%	232
2025 Q2	$986K	Sell	10,732 -1	-0%	-$90	0.04%	236
2025 Q1	$987K	Buy	10,733 +648	+6%	+$56.1K	0.05%	225
2024 Q4	$830K	Buy	10,085 +143	+1%	+$12.5K	0.05%	231
2024 Q3	$897K	Buy	9,942 +161	+2%	+$13.8K	0.05%	207
2024 Q2	$759K	Buy	+9,781	New	+$741K	0.06%	196

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

Fifth Third Wealth Advisors's SO Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Southern Company (SO) stake by 5.9% in Q2 2026, selling an estimated $223K and leaving 38,052 shares worth $3.64M. The position accounts for 0.1% of the portfolio, ranked #146.

Fifth Third Wealth Advisors first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.9M in Q1 2026. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Fifth Third Wealth Advisors held 38,052 shares of Southern Company worth $3.64M as of Q2 2026.
Fifth Third Wealth Advisors sold 2,367 Southern Company shares in Q2 2026, an estimated $223K.
Southern Company made up 0.1% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #146 holding.
Fifth Third Wealth Advisors first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's Southern Company position peaked at $3.9M in Q1 2026.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.