FG
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Foster Group’s Southern Company SO Stock Holding History

Foster 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 		$318K Buy
3,319
+57
+2% +$5.37K 0.01% 236
2026
Q1 		$315K Buy
3,262
+697
+27% +$64.5K 0.01% 208
2025
Q4 		$224K Sell
2,565
-210
-8% -$19.2K 0.01% 268
2025
Q3 		$263K Buy
2,775
+170
+7% +$15.9K 0.01% 224
2025
Q2 		$239K Buy
2,605
+40
+2% +$3.59K 0.01% 221
2025
Q1 		$236K Buy
+2,565
New +$222K 0.01% 190

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

Foster Group's SO Position: Q2 2026 in Review

Foster Group increased its Southern Company (SO) stake by 1.7% in Q2 2026, buying an estimated $5.37K and bringing the position to 3,319 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #236.

Foster Group first reported a position in SO in Q1 2025 and has held it in 6 quarters since. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Foster Group held 3,319 shares of Southern Company worth $318K as of Q2 2026.
  • Foster Group bought 57 Southern Company shares in Q2 2026, an estimated $5.37K.
  • Southern Company made up 0.01% of Foster Group's portfolio in Q2 2026, its #236 holding.
  • Foster Group first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.