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Financial Partners Group (Kansas)’s Southern Company SO Stock Holding History

Financial Partners Group (Kansas)’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 		$301K Buy
3,149
+14
+0.4% +$1.32K 0.03% 207
2026
Q1 		$303K Buy
3,135
+88
+3% +$8.14K 0.04% 178
2025
Q4 		$272K Sell
3,047
-64
-2% -$5.84K 0.03% 197
2025
Q3 		$295K Hold
3,111
– – 0.04% 177
2025
Q2 		$286K Sell
3,111
-33
-1% -$2.96K 0.04% 163
2025
Q1 		$289K Buy
3,144
+16
+0.5% +$1.39K 0.04% 148
2024
Q4 		$258K Buy
3,128
+42
+1% +$3.69K 0.04% 156
2024
Q3 		$278K Buy
3,086
+57
+2% +$4.87K 0.04% 150
2024
Q2 		$235K Sell
3,029
-1,402
-32% -$106K 0.04% 161
2024
Q1 		$318K Buy
+4,431
New +$306K 0.05% 136
2023
Q2 		– Sell
-3,978
Closed -$277K – 170
2023
Q1 		$277K Sell
3,978
-192
-5% -$12.9K 0.06% 129
2022
Q4 		$280K Buy
+4,170
New +$279K 0.06% 134
2022
Q2 		– Sell
-2,842
Closed -$206K – 163
2022
Q1 		$206K Sell
2,842
-229
-7% -$15.5K 0.04% 156
2021
Q4 		$213K Buy
+3,071
New +$196K 0.05% 156
2021
Q2 		– Sell
-3,628
Closed -$226K – 154
2021
Q1 		$226K Sell
3,628
-19
-0.5% -$1.14K 0.06% 131
2020
Q4 		$218K Buy
+3,647
New +$219K 0.07% 121

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

Financial Partners Group (Kansas)'s SO Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its Southern Company (SO) stake by 0.45% in Q2 2026, buying an estimated $1.32K and bringing the position to 3,149 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #207.

Financial Partners Group (Kansas) first reported a position in SO in Q4 2020 and has held it in 16 quarters since. The position peaked at $318K in Q1 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Financial Partners Group (Kansas) held 3,149 shares of Southern Company worth $301K as of Q2 2026.
  • Financial Partners Group (Kansas) bought 14 Southern Company shares in Q2 2026, an estimated $1.32K.
  • Southern Company made up 0.03% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #207 holding.
  • Financial Partners Group (Kansas) first reported a position in Southern Company in Q4 2020 and has held it in 16 quarters since.
  • Financial Partners Group (Kansas)'s Southern Company position peaked at $318K in Q1 2024.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.