FF
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Friedenthal Financial’s Southern Company SO Stock Holding History

Friedenthal Financial’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 		– Sell
-10,085
Closed -$973K – 302
2026
Q1 		$973K Buy
+10,085
New +$933K 0.49% 70
2024
Q3 		– Sell
-675
Closed -$52.4K – 302
2024
Q2 		$52.4K Buy
+675
New +$51.2K 0.03% 144

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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

Friedenthal Financial's SO Position: Q2 2026 in Review

Friedenthal Financial sold out of Southern Company (SO) in Q2 2026, closing a stake of 10,085 shares — an estimated $973K sold.

Friedenthal Financial first reported a position in SO in Q2 2024 and held it in 2 quarters. The position peaked at $973K in Q1 2026. 527 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Friedenthal Financial reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Friedenthal Financial sold 10,085 Southern Company shares in Q2 2026, an estimated $973K.
  • Friedenthal Financial first reported a position in Southern Company in Q2 2024 and held it in 2 quarters.
  • Friedenthal Financial's Southern Company position peaked at $973K in Q1 2026.
  • 527 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.