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Foster Victor Wealth Advisors’s Southern Company SO Stock Holding History

Foster Victor Wealth 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 		$10.2M Buy
105,818
+7,168
+7% +$675K 0.53% 82
2026
Q1 		$9.47M Buy
98,650
+7,034
+8% +$651K 0.54% 78
2025
Q4 		$8.14M Buy
91,616
+4,090
+5% +$373K 0.47% 85
2025
Q3 		$8.27M Buy
87,526
+3,975
+5% +$371K 0.52% 81
2025
Q2 		$7.68M Buy
83,551
+3,068
+4% +$276K 0.52% 79
2025
Q1 		$7.23M Buy
80,483
+2,990
+4% +$259K 0.58% 73
2024
Q4 		$6.5M Buy
77,493
+3,580
+5% +$314K 0.5% 82
2024
Q3 		$6.57M Buy
73,913
+2,279
+3% +$195K 0.53% 78
2024
Q2 		$5.81M Sell
71,634
-75,449
-51% -$5.72M 0.49% 80
2024
Q1 		$10.2M Buy
147,083
+6,167
+4% +$426K 0.93% 54
2023
Q4 		$10.2M Buy
140,916
+3,250
+2% +$223K 1.04% 47
2023
Q3 		$8.94M Buy
137,666
+70,266
+104% +$4.88M 1.04% 47
2023
Q2 		$4.83M Buy
67,400
+2,097
+3% +$150K 0.54% 65
2023
Q1 		$4.55M Buy
65,303
+4,038
+7% +$272K 0.55% 66
2022
Q4 		$4.39M Buy
61,265
+5,236
+9% +$350K 0.56% 65
2022
Q3 		$3.68M Buy
56,029
+1,913
+4% +$145K 0.54% 65
2022
Q2 		$3.87M Buy
54,116
+3,584
+7% +$263K 0.58% 64
2022
Q1 		$3.87M Buy
50,532
+6,306
+14% +$427K 0.53% 64
2021
Q4 		$3M Buy
44,226
+4,337
+11% +$276K 0.41% 73
2021
Q3 		$2.47M Buy
39,889
+1,621
+4% +$104K 0.4% 73
2021
Q2 		$2.32M Buy
38,268
+3,420
+10% +$219K 0.39% 77
2021
Q1 		$2.21M Buy
34,848
+4,997
+17% +$299K 0.41% 68
2020
Q4 		$1.83M Buy
29,851
+1,432
+5% +$86.1K 0.42% 57
2020
Q3 		$1.54M Buy
28,419
+3,336
+13% +$178K 0.42% 57
2020
Q2 		$1.3M Buy
25,083
+4,452
+22% +$247K 0.43% 54
2020
Q1 		$1.15M Buy
20,631
+880
+4% +$55.7K 0.5% 53
2019
Q4 		$1.24M Buy
19,751
+4,099
+26% +$254K 0.54% 50
2019
Q3 		$969K Buy
15,652
+5,421
+53% +$314K 0.54% 47
2019
Q2 		$576K Sell
10,231
-4,326
-30% -$232K 0.42% 47
2019
Q1 		$752K Buy
14,557
+889
+7% +$43.6K 0.59% 36
2018
Q4 		$600K Buy
+13,668
New +$621K 0.57% 29

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

Foster Victor Wealth Advisors's SO Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Southern Company (SO) stake by 7.3% in Q2 2026, buying an estimated $675K and bringing the position to 105,818 shares worth $10.2M. The position accounts for 0.53% of the portfolio, ranked #82.

Foster Victor Wealth Advisors first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.2M in Q1 2024. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Foster Victor Wealth Advisors held 105,818 shares of Southern Company worth $10.2M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 7,168 Southern Company shares in Q2 2026, an estimated $675K.
  • Southern Company made up 0.53% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • Foster Victor Wealth Advisors first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
  • Foster Victor Wealth Advisors's Southern Company position peaked at $10.2M in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.