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FSA Investment Group’s Southern Company SO Stock Holding History

FSA Investment 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 		$433K Buy
4,529
+2,244
+98% +$211K 0.14% 35
2026
Q1 		$221K Sell
2,285
-1,008
-31% -$93.2K 0.09% 43
2025
Q4 		$287K Buy
3,293
+47
+1% +$4.29K 0.18% 31
2025
Q3 		$308K Buy
+3,246
New +$303K 0.19% 33

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

FSA Investment Group's SO Position: Q2 2026 in Review

FSA Investment Group increased its Southern Company (SO) stake by 98% in Q2 2026, buying an estimated $211K and bringing the position to 4,529 shares worth $433K. The position accounts for 0.14% of the portfolio, ranked #35.

FSA Investment Group first reported a position in SO in Q3 2025 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • FSA Investment Group held 4,529 shares of Southern Company worth $433K as of Q2 2026.
  • FSA Investment Group bought 2,244 Southern Company shares in Q2 2026, an estimated $211K.
  • Southern Company made up 0.14% of FSA Investment Group's portfolio in Q2 2026, its #35 holding.
  • FSA Investment Group first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • 933 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.