Floyd Financial Group’s Southern Company SO Stock Holding History

Floyd Financial 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	$207K	Sell	2,161 -250	-10%	-$23.5K	0.14%	65
2026 Q1	$228K	Hold	2,411	–	–	0.15%	64
2025 Q4	$227K	Hold	2,411	–	–	0.15%	67
2025 Q3	$236K	Sell	2,411 -156	-6%	-$14.6K	0.18%	55
2025 Q2	$235K	Buy	2,567 +160	+7%	+$14.4K	0.22%	46
2025 Q1	$221K	Buy	+2,407	New	+$208K	0.2%	53

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

Floyd Financial Group reduced its Southern Company (SO) stake by 10% in Q2 2026, selling an estimated $23.5K and leaving 2,161 shares worth $207K. The position accounts for 0.14% of the portfolio, ranked #65.

Floyd Financial Group first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $236K in Q3 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Floyd Financial Group held 2,161 shares of Southern Company worth $207K as of Q2 2026.
Floyd Financial Group sold 250 Southern Company shares in Q2 2026, an estimated $23.5K.
Southern Company made up 0.14% of Floyd Financial Group's portfolio in Q2 2026, its #65 holding.
Floyd Financial Group first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
Floyd Financial Group's Southern Company position peaked at $236K in Q3 2025.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Floyd Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.