Financial Enhancement Group’s Southern Company SO Stock Holding History

Financial Enhancement Group’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	$667K	Buy	6,967 +18	+0.3%	+$1.7K	0.08%	96
2026 Q1	$657K	Buy	6,949 +24	+0.3%	+$2.22K	0.08%	98
2025 Q4	$617K	Sell	6,925 -3	-0%	-$274	0.08%	104
2025 Q3	$666K	Buy	6,928 +1	+0%	+$93	0.09%	102
2025 Q2	$642K	Sell	6,927 -370	-5%	-$33.2K	0.09%	99
2025 Q1	$670K	Buy	7,297 +3,312	+83%	+$287K	0.1%	90
2024 Q4	$326K	Buy	+3,985	New	+$350K	0.05%	104
2022 Q4	–	Sell	-56	Closed	-$4K	–	289
2022 Q3	$4K	Hold	56	–	–	﹤0.01%	216
2022 Q2	$4K	Hold	56	–	–	﹤0.01%	212
2022 Q1	$4K	Buy	+56	New	+$3.79K	﹤0.01%	218

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

Financial Enhancement Group's SO Position: Q2 2026 in Review

Financial Enhancement Group increased its Southern Company (SO) stake by 0.26% in Q2 2026, buying an estimated $1.7K and bringing the position to 6,967 shares worth $667K. The position accounts for 0.08% of the portfolio, ranked #96.

Financial Enhancement Group first reported a position in SO in Q1 2022 and has held it in 10 quarters since. The position peaked at $670K in Q1 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Financial Enhancement Group held 6,967 shares of Southern Company worth $667K as of Q2 2026.
Financial Enhancement Group bought 18 Southern Company shares in Q2 2026, an estimated $1.7K.
Southern Company made up 0.08% of Financial Enhancement Group's portfolio in Q2 2026, its #96 holding.
Financial Enhancement Group first reported a position in Southern Company in Q1 2022 and has held it in 10 quarters since.
Financial Enhancement Group's Southern Company position peaked at $670K in Q1 2025.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.