Focus Financial Network’s Southern Company SO Stock Holding History

Focus Financial Network’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	$1.74M	Buy	18,206 +186	+1%	+$17.5K	0.05%	260
2026 Q1	$1.74M	Sell	18,020 -1,057	-6%	-$97.8K	0.06%	235
2025 Q4	$1.66M	Buy	19,077 +1,972	+12%	+$180K	0.06%	239
2025 Q3	$1.62M	Buy	17,105 +666	+4%	+$62.2K	0.06%	238
2025 Q2	$1.51M	Buy	16,439 +522	+3%	+$46.9K	0.06%	233
2025 Q1	$1.46M	Sell	15,917 -133	-0.8%	-$11.5K	0.06%	229
2024 Q4	$1.32M	Buy	16,050 +323	+2%	+$28.3K	0.05%	241
2024 Q3	$1.42M	Buy	15,727 +55	+0.4%	+$4.7K	0.06%	224
2024 Q2	$1.28M	Buy	15,672 +277	+2%	+$21K	0.05%	234
2024 Q1	$1.09M	Sell	15,395 -14,523	-49%	-$1M	0.05%	241
2023 Q4	$2.1M	Buy	29,918 +13,414	+81%	+$921K	0.08%	204
2023 Q3	$1.07M	Buy	16,504 +579	+4%	+$40.2K	0.06%	225
2023 Q2	$1.12M	Buy	15,925 +447	+3%	+$32.1K	0.06%	219
2023 Q1	$1.08M	Buy	15,478 +707	+5%	+$47.6K	0.07%	219
2022 Q4	$1.05M	Buy	14,771 +1	+0%	+$67	0.09%	175
2022 Q3	$1M	Sell	14,770 -92	-0.6%	-$6.97K	0.09%	175
2022 Q2	$1.06M	Buy	14,862 +1,574	+12%	+$116K	0.09%	180
2022 Q1	$963K	Sell	13,288 -404	-3%	-$27.4K	0.07%	203
2021 Q4	$939K	Buy	13,692 +1,156	+9%	+$73.7K	0.14%	140
2021 Q3	$777K	Hold	12,536	–	–	0.1%	179
2021 Q2	$759K	Sell	12,536 -320	-2%	-$20.5K	0.1%	193
2021 Q1	$799K	Buy	12,856 +128	+1%	+$7.66K	0.09%	185
2020 Q4	$782K	Buy	12,728 +45	+0.4%	+$2.71K	0.07%	211
2020 Q3	$688K	Buy	12,683 +47	+0.4%	+$2.51K	0.06%	222
2020 Q2	$655K	Buy	12,636 +2,118	+20%	+$118K	0.07%	207
2020 Q1	$569K	Buy	10,518 +183	+2%	+$11.6K	0.08%	201
2019 Q4	$658K	Buy	10,335 +41	+0.4%	+$2.54K	0.08%	205
2019 Q3	$636K	Buy	10,294 +38	+0.4%	+$2.2K	0.09%	191
2019 Q2	$567K	Sell	10,256 -45	-0.4%	-$2.41K	0.08%	203
2019 Q1	$532K	Buy	+10,301	New	+$505K	0.09%	200

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

Focus Financial Network's SO Position: Q2 2026 in Review

Focus Financial Network increased its Southern Company (SO) stake by 1% in Q2 2026, buying an estimated $17.5K and bringing the position to 18,206 shares worth $1.74M. The position accounts for 0.05% of the portfolio, ranked #260.

Focus Financial Network first reported a position in SO in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.1M in Q4 2023. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Focus Financial Network held 18,206 shares of Southern Company worth $1.74M as of Q2 2026.
Focus Financial Network bought 186 Southern Company shares in Q2 2026, an estimated $17.5K.
Southern Company made up 0.05% of Focus Financial Network's portfolio in Q2 2026, its #260 holding.
Focus Financial Network first reported a position in Southern Company in Q1 2019 and has held it in 30 quarters since.
Focus Financial Network's Southern Company position peaked at $2.1M in Q4 2023.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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