FAG
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Fortitude Advisory Group’s Southern Company SO Stock Holding History

Fortitude Advisory 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 		$313K Sell
3,272
-134
-4% -$12.6K 0.12% 159
2026
Q1 		$329K Buy
3,406
+56
+2% +$5.18K 0.15% 141
2025
Q4 		$292K Buy
3,350
+22
+0.7% +$2.01K 0.12% 142
2025
Q3 		$315K Sell
3,328
-56
-2% -$5.23K 0.17% 131
2025
Q2 		$311K Sell
3,384
-110
-3% -$9.88K 0.18% 129
2025
Q1 		$316K Sell
3,494
-50
-1% -$4.33K 0.23% 107
2024
Q4 		$292K Sell
3,544
-16
-0.4% -$1.4K 0.18% 127
2024
Q3 		$321K Sell
3,560
-147
-4% -$12.6K 0.2% 118
2024
Q2 		$288K Sell
3,707
-98
-3% -$7.43K 0.17% 123
2024
Q1 		$273K Sell
3,805
-58
-2% -$4K 0.15% 141
2023
Q4 		$271K Hold
3,863
– – 0.16% 147
2023
Q3 		$250K Buy
3,863
+204
+6% +$14.2K 0.17% 140
2023
Q2 		$257K Buy
3,659
+1
+0% +$72 0.19% 136
2023
Q1 		$255K Buy
3,658
+22
+0.6% +$1.48K 0.2% 143
2022
Q4 		$260K Buy
3,636
+76
+2% +$5.08K 0.22% 133
2022
Q3 		$242K Sell
3,560
-89
-2% -$6.74K 0.23% 128
2022
Q2 		$260K Buy
3,649
+56
+2% +$4.11K 0.24% 131
2022
Q1 		$261K Sell
3,593
-75
-2% -$5.08K 0.14% 155
2021
Q4 		$252K Buy
+3,668
New +$234K 0.13% 160

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Fortitude Advisory Group's SO Position: Q2 2026 in Review

Fortitude Advisory Group reduced its Southern Company (SO) stake by 3.9% in Q2 2026, selling an estimated $12.6K and leaving 3,272 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #159.

Fortitude Advisory Group first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $329K in Q1 2026. 956 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fortitude Advisory Group held 3,272 shares of Southern Company worth $313K as of Q2 2026.
  • Fortitude Advisory Group sold 134 Southern Company shares in Q2 2026, an estimated $12.6K.
  • Southern Company made up 0.12% of Fortitude Advisory Group's portfolio in Q2 2026, its #159 holding.
  • Fortitude Advisory Group first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Southern Company position peaked at $329K in Q1 2026.
  • 956 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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