FFO
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Fortitude Family Office’s Southern Company SO Stock Holding History

Fortitude Family Office’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 		$166K Sell
1,739
-3
-0.2% -$282 0.03% 144
2026
Q1 		$168K Buy
1,742
+71
+4% +$6.57K 0.04% 130
2025
Q4 		$146K Sell
1,671
-4
-0.2% -$365 0.03% 163
2025
Q3 		$159K Sell
1,675
-183
-10% -$17.1K 0.04% 153
2025
Q2 		$171K Buy
1,858
+718
+63% +$64.5K 0.06% 133
2025
Q1 		$105K Sell
1,140
-2,468
-68% -$214K 0.04% 153
2024
Q4 		$297K Buy
3,608
+84
+2% +$7.37K 0.11% 106
2024
Q3 		$318K Buy
3,524
+2,592
+278% +$221K 0.13% 91
2024
Q2 		$72.3K Hold
932
– – 0.04% 137
2024
Q1 		$66.9K Sell
932
-381
-29% -$26.3K 0.05% 123
2023
Q4 		$92.1K Buy
+1,313
New +$90.2K 0.07% 106

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fortitude Family Office's SO Position: Q2 2026 in Review

Fortitude Family Office reduced its Southern Company (SO) stake by 0.17% in Q2 2026, selling an estimated $282 and leaving 1,739 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #144.

Fortitude Family Office first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $318K in Q3 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fortitude Family Office held 1,739 shares of Southern Company worth $166K as of Q2 2026.
  • Fortitude Family Office sold 3 Southern Company shares in Q2 2026, an estimated $282.
  • Southern Company made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #144 holding.
  • Fortitude Family Office first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Southern Company position peaked at $318K in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.