Financial Management Professionals’s Southern Company SO Stock Holding History

Financial Management Professionals’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	$142K	Buy	1,479 +7	+0.5%	+$659	0.01%	195
2026 Q1	$142K	Buy	1,472 +93	+7%	+$8.6K	0.02%	175
2025 Q4	$120K	Sell	1,379 -118	-8%	-$10.8K	0.01%	189
2025 Q3	$142K	Sell	1,497 -4	-0.3%	-$373	0.01%	178
2025 Q2	$138K	Buy	1,501 +22	+1%	+$1.98K	0.02%	171
2025 Q1	$136K	Buy	1,479 +13	+0.9%	+$1.13K	0.02%	161
2024 Q4	$121K	Sell	1,466 -7	-0.5%	-$614	0.02%	183
2024 Q3	$133K	Buy	1,473 +20	+1%	+$1.71K	0.02%	172
2024 Q2	$113K	Sell	1,453 -2,987	-67%	-$226K	0.02%	181
2024 Q1	$319K	Sell	4,440 -71	-2%	-$4.9K	0.05%	114
2023 Q4	$316K	Buy	4,511 +14	+0.3%	+$961	0.05%	92
2023 Q3	$291K	Buy	4,497 +6	+0.1%	+$416	0.05%	92
2023 Q2	$315K	Buy	4,491 +37	+0.8%	+$2.65K	0.05%	90
2023 Q1	$310K	Buy	4,454 +222	+5%	+$14.9K	0.06%	93
2022 Q4	$302K	Buy	4,232 +30	+0.7%	+$2.01K	0.06%	88
2022 Q3	$286K	Sell	4,202 -162	-4%	-$12.3K	0.07%	73
2022 Q2	$311K	Buy	4,364 +28	+0.6%	+$2.06K	0.08%	75
2022 Q1	$314K	Buy	4,336 +244	+6%	+$16.5K	0.07%	78
2021 Q4	$281K	Hold	4,092	–	–	0.06%	77
2021 Q3	$254K	Hold	4,092	–	–	0.06%	75
2021 Q2	$248K	Sell	4,092 -491	-11%	-$31.4K	0.06%	72
2021 Q1	$285K	Hold	4,583	–	–	0.08%	62
2020 Q4	$282K	Hold	4,583	–	–	0.08%	58
2020 Q3	$248K	Sell	4,583 -3,502	-43%	-$187K	0.09%	52
2020 Q2	$419K	Buy	8,085 +51	+0.6%	+$2.83K	0.14%	33
2020 Q1	$435K	Hold	8,034	–	–	0.18%	30
2019 Q4	$512K	Hold	8,034	–	–	0.17%	30
2019 Q3	$496K	Buy	8,034 +4,034	+101%	+$234K	0.18%	31
2019 Q2	$221K	Hold	4,000	–	–	0.08%	46
2019 Q1	$207K	Hold	4,000	–	–	0.08%	44
2018 Q4	$176K	Hold	4,000	–	–	0.11%	41
2018 Q3	$174K	Hold	4,000	–	–	0.07%	51
2018 Q2	$185K	Hold	4,000	–	–	0.08%	49
2018 Q1	$179K	Hold	4,000	–	–	0.09%	45
2017 Q4	$192K	Hold	4,000	–	–	0.08%	40
2017 Q3	$196K	Hold	4,000	–	–	0.09%	42
2017 Q2	$191K	Hold	4,000	–	–	0.09%	45
2017 Q1	$199K	Hold	4,000	–	–	0.1%	43
2016 Q4	$196K	Hold	4,000	–	–	0.1%	43
2016 Q3	$205K	Hold	4,000	–	–	0.11%	40
2016 Q2	$214K	Hold	4,000	–	–	0.11%	40
2016 Q1	$207K	Hold	4,000	–	–	0.11%	41
2015 Q4	$187K	Hold	4,000	–	–	0.1%	43
2015 Q3	$179K	Hold	4,000	–	–	0.12%	40
2015 Q2	$167K	Hold	4,000	–	–	0.08%	42
2015 Q1	$177K	Hold	4,000	–	–	0.08%	39
2014 Q4	$196K	Hold	4,000	–	–	0.11%	41
2014 Q3	$174K	Hold	4,000	–	–	0.12%	39
2014 Q2	$181K	Hold	4,000	–	–	0.12%	40
2014 Q1	$176K	Hold	4,000	–	–	0.12%	40
2013 Q4	$164K	Hold	4,000	–	–	0.11%	36
2013 Q3	$165K	Hold	4,000	–	–	0.1%	37
2013 Q2	$177K	Buy	+4,000	New	+$184K	0.13%	36

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 Management Professionals's SO Position: Q2 2026 in Review

Financial Management Professionals increased its Southern Company (SO) stake by 0.48% in Q2 2026, buying an estimated $659 and bringing the position to 1,479 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #195.

Financial Management Professionals first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $512K in Q4 2019. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Financial Management Professionals held 1,479 shares of Southern Company worth $142K as of Q2 2026.
Financial Management Professionals bought 7 Southern Company shares in Q2 2026, an estimated $659.
Southern Company made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #195 holding.
Financial Management Professionals first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
Financial Management Professionals's Southern Company position peaked at $512K in Q4 2019.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.