Genesis Private Wealth’s Southern Company SO Stock Holding History

Genesis Private Wealth’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	$306K	Sell	3,198 -19	-0.6%	-$1.79K	0.09%	130
2026 Q1	$311K	Sell	3,217 -40	-1%	-$3.7K	0.1%	121
2025 Q4	$284K	Buy	3,257 +39	+1%	+$3.56K	0.09%	129
2025 Q3	$305K	Sell	3,218 -280	-8%	-$26.1K	0.13%	94
2025 Q2	$321K	Sell	3,498 -362	-9%	-$32.5K	0.15%	82
2025 Q1	$355K	Buy	3,860 +64	+2%	+$5.54K	0.19%	66
2024 Q4	$313K	Buy	+3,796	New	+$333K	0.17%	74

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Genesis Private Wealth's SO Position: Q2 2026 in Review

Genesis Private Wealth reduced its Southern Company (SO) stake by 0.59% in Q2 2026, selling an estimated $1.79K and leaving 3,198 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #130.

Genesis Private Wealth first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $355K in Q1 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Genesis Private Wealth held 3,198 shares of Southern Company worth $306K as of Q2 2026.
Genesis Private Wealth sold 19 Southern Company shares in Q2 2026, an estimated $1.79K.
Southern Company made up 0.09% of Genesis Private Wealth's portfolio in Q2 2026, its #130 holding.
Genesis Private Wealth first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Genesis Private Wealth's Southern Company position peaked at $355K in Q1 2025.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.