Fort Washington Investment Advisors’s Southern Company SO Stock Holding History

Fort Washington Investment Advisors’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	$62.4M	Sell	651,760 -409	-0.1%	-$38.5K	0.31%	82
2026 Q1	$62.9M	Buy	652,169 +23,941	+4%	+$2.21M	0.35%	75
2025 Q4	$54.8M	Buy	628,228 +11,115	+2%	+$1.01M	0.29%	83
2025 Q3	$58.5M	Buy	617,113 +7,595	+1%	+$709K	0.32%	74
2025 Q2	$56M	Sell	609,518 -55,185	-8%	-$4.96M	0.32%	74
2025 Q1	$61.1M	Buy	664,703 +37,824	+6%	+$3.27M	0.38%	66
2024 Q4	$51.6M	Buy	+626,879	New	+$55M	0.31%	81
2024 Q2	–	Sell	-3,029	Closed	-$217K	–	410
2024 Q1	$217K	Sell	3,029 -263	-8%	-$18.2K	﹤0.01%	391
2023 Q4	$231K	Hold	3,292	–	–	﹤0.01%	375
2023 Q3	$213K	Sell	3,292 -77	-2%	-$5.34K	﹤0.01%	369
2023 Q2	$237K	Hold	3,369	–	–	﹤0.01%	360
2023 Q1	$234K	Hold	3,369	–	–	﹤0.01%	364
2022 Q4	$241K	Hold	3,369	–	–	﹤0.01%	364
2022 Q3	$229K	Sell	3,369 -500	-13%	-$37.9K	﹤0.01%	389
2022 Q2	$276K	Sell	3,869 -11,900	-75%	-$874K	﹤0.01%	381
2022 Q1	$1.14M	Sell	15,769 -1,030	-6%	-$69.8K	0.01%	297
2021 Q4	$1.15M	Buy	16,799 +7,800	+87%	+$497K	0.01%	311
2021 Q3	$558K	Buy	+8,999	New	+$579K	﹤0.01%	375
2021 Q1	–	Sell	-3,400	Closed	-$209K	–	513
2020 Q4	$209K	Sell	3,400 -600	-15%	-$36.1K	﹤0.01%	482
2020 Q3	$217K	Sell	4,000 -500	-11%	-$26.7K	﹤0.01%	468
2020 Q2	$233K	Hold	4,500	–	–	﹤0.01%	468
2020 Q1	$244K	Sell	4,500 -100	-2%	-$6.33K	﹤0.01%	393
2019 Q4	$293K	Sell	4,600 -200	-4%	-$12.4K	﹤0.01%	439
2019 Q3	$296K	Hold	4,800	–	–	﹤0.01%	441
2019 Q2	$265K	Sell	4,800 -100	-2%	-$5.35K	﹤0.01%	463
2019 Q1	$253K	Hold	4,900	–	–	﹤0.01%	471
2018 Q4	$215K	Hold	4,900	–	–	﹤0.01%	499
2018 Q3	$214K	Sell	4,900 -4,700	-49%	-$217K	﹤0.01%	530
2018 Q2	$445K	Buy	9,600 +4,700	+96%	+$210K	﹤0.01%	447
2018 Q1	$219K	Sell	4,900 -7,815	-61%	-$347K	﹤0.01%	544
2017 Q4	$611K	Sell	12,715 -1,300	-9%	-$66.2K	0.01%	458
2017 Q3	$689K	Buy	14,015 +1,200	+9%	+$58.2K	0.01%	356
2017 Q2	$614K	Buy	12,815 +7,369	+135%	+$369K	0.01%	371
2017 Q1	$271K	Sell	5,446 -1,969	-27%	-$97.3K	﹤0.01%	443
2016 Q4	$365K	Sell	7,415 -11,500	-61%	-$565K	0.01%	421
2016 Q3	$970K	Buy	18,915 +14,500	+328%	+$764K	0.02%	272
2016 Q2	$237K	Hold	4,415	–	–	﹤0.01%	426
2016 Q1	$228K	Buy	+4,415	New	+$215K	﹤0.01%	431
2015 Q4	–	Sell	-4,719	Closed	-$211K	–	428
2015 Q3	$211K	Buy	+4,719	New	+$207K	﹤0.01%	442
2015 Q1	–	Sell	-7,012	Closed	-$344K	–	433
2014 Q4	$344K	Sell	7,012 -9,903	-59%	-$468K	0.01%	374
2014 Q3	$738K	Sell	16,915 -3,200	-16%	-$141K	0.02%	302
2014 Q2	$913K	Sell	20,115 -1,700	-8%	-$75.2K	0.02%	290
2014 Q1	$959K	Sell	21,815 -6,800	-24%	-$285K	0.02%	267
2013 Q4	$1.18M	Buy	+28,615	New	+$1.18M	0.03%	329

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fort Washington Investment Advisors's SO Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its Southern Company (SO) stake by 0.06% in Q2 2026, selling an estimated $38.5K and leaving 651,760 shares worth $62.4M. The position accounts for 0.31% of the portfolio, ranked #82.

Fort Washington Investment Advisors first reported a position in SO in Q4 2013 and has held it in 44 quarters since. The position peaked at $62.9M in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Fort Washington Investment Advisors held 651,760 shares of Southern Company worth $62.4M as of Q2 2026.
Fort Washington Investment Advisors sold 409 Southern Company shares in Q2 2026, an estimated $38.5K.
Southern Company made up 0.31% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #82 holding.
Fort Washington Investment Advisors first reported a position in Southern Company in Q4 2013 and has held it in 44 quarters since.
Fort Washington Investment Advisors's Southern Company position peaked at $62.9M in Q1 2026.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.