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Formidable Asset Management’s Southern Company SO Stock Holding History

Formidable Asset Management’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 		$572K Hold
5,924
– – 0.09% 205
2026
Q1 		$517K Hold
5,924
– – 0.08% 225
2025
Q4 		$561K Sell
5,924
-105
-2% -$9.59K 0.08% 230
2025
Q3 		$554K Sell
6,029
-999
-14% -$93.3K 0.09% 221
2025
Q2 		$646K Hold
7,028
– – 0.11% 185
2025
Q1 		$646K Sell
7,028
-107
-1% -$9.26K 0.11% 189
2024
Q4 		$587K Hold
7,135
– – 0.1% 209
2024
Q3 		$643K Sell
7,135
-143
-2% -$12.2K 0.1% 189
2024
Q2 		$565K Buy
7,278
+143
+2% +$10.8K 0.09% 213
2024
Q1 		$512K Buy
7,135
+1,060
+17% +$73.2K 0.08% 224
2023
Q4 		$426K Hold
6,075
– – 0.09% 187
2023
Q3 		$393K Hold
6,075
– – 0.09% 195
2023
Q2 		$427K Hold
6,075
– – 0.09% 186
2023
Q1 		$419K Hold
6,075
– – 0.09% 193
2022
Q4 		$434K Hold
6,075
– – 0.1% 181
2022
Q3 		$399K Sell
6,075
-109
-2% -$8.26K 0.09% 181
2022
Q2 		$441K Hold
6,184
– – 0.1% 184
2022
Q1 		$448K Hold
6,184
– – 0.09% 196
2021
Q4 		$422K Sell
6,184
-1
-0% -$64 0.08% 203
2021
Q3 		$383K Buy
6,185
+2,177
+54% +$140K 0.07% 232
2021
Q2 		$252K Sell
4,008
-31
-0.8% -$1.98K 0.05% 258
2021
Q1 		$251K Buy
4,039
+439
+12% +$26.3K 0.05% 244
2020
Q4 		$214K Hold
3,600
– – 0.05% 251
2020
Q3 		$203K Buy
+3,600
New +$192K 0.06% 231
2020
Q1 		– Sell
-3,760
Closed -$256K – 268
2019
Q4 		$256K Buy
+3,760
New +$233K 0.08% 176
2019
Q3 		– Sell
-4,054
Closed -$227K – 216
2019
Q2 		$227K Buy
+4,054
New +$217K 0.08% 180
2017
Q4 		– Sell
-4,129
Closed -$203K – 198
2017
Q3 		$203K Buy
+4,129
New +$200K 0.09% 186
2017
Q2 		– Sell
-4,129
Closed -$207K – 202
2017
Q1 		$207K Buy
+4,129
New +$204K 0.09% 176
2016
Q2 		– Sell
-800
Closed -$39K – 374
2016
Q1 		$39K Hold
800
– – 0.03% 227
2015
Q4 		$37K Hold
800
– – 0.03% 250
2015
Q3 		$35K Hold
800
– – 0.02% 266
2015
Q2 		$34K Hold
800
– – 0.02% 246
2015
Q1 		$35K Sell
800
-48
-6% -$2.28K 0.02% 239
2014
Q4 		$42K Hold
848
– – 0.03% 211
2014
Q3 		$40K Buy
848
+48
+6% +$2.11K 0.03% 212
2014
Q2 		$36K Hold
800
– – 0.02% 236
2014
Q1 		$37K Hold
800
– – 0.03% 213
2013
Q4 		$33K Hold
800
– – 0.02% 232
2013
Q3 		$33K Buy
+800
New +$34.5K 0.03% 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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Formidable Asset Management's SO Position: Q2 2026 in Review

Formidable Asset Management held its Southern Company (SO) position steady in Q2 2026 at 5,924 shares worth $572K. The position accounts for 0.09% of the portfolio, ranked #205.

Formidable Asset Management first reported a position in SO in Q3 2013 and has held it in 39 quarters since. The position peaked at $646K in Q2 2025. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Formidable Asset Management held 5,924 shares of Southern Company worth $572K as of Q2 2026.
  • Formidable Asset Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.09% of Formidable Asset Management's portfolio in Q2 2026, its #205 holding.
  • Formidable Asset Management first reported a position in Southern Company in Q3 2013 and has held it in 39 quarters since.
  • Formidable Asset Management's Southern Company position peaked at $646K in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.