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GoalVest Advisory’s Southern Company SO Stock Holding History

GoalVest Advisory’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 		$1.23M Buy
12,870
+7
+0.1% +$659 0.23% 58
2026
Q1 		$1.24M Sell
12,863
-1,754
-12% -$162K 0.24% 70
2025
Q4 		$1.27M Sell
14,617
-1,848
-11% -$169K 0.24% 73
2025
Q3 		$1.56M Buy
16,465
+852
+5% +$79.5K 0.33% 55
2025
Q2 		$1.43M Buy
15,613
+198
+1% +$17.8K 0.36% 55
2025
Q1 		$1.42M Buy
15,415
+2,361
+18% +$204K 0.39% 56
2024
Q4 		$1.07M Sell
13,054
-122
-0.9% -$10.7K 0.29% 58
2024
Q3 		$1.19M Buy
13,176
+366
+3% +$31.3K 0.34% 54
2024
Q2 		$994K Sell
12,810
-1,002
-7% -$75.9K 0.32% 58
2024
Q1 		$991K Buy
13,812
+1,299
+10% +$89.7K 0.33% 56
2023
Q4 		$877K Buy
12,513
+1,379
+12% +$94.7K 0.39% 46
2023
Q3 		$721K Buy
11,134
+494
+5% +$34.3K 0.36% 53
2023
Q2 		$747K Sell
10,640
-5,429
-34% -$389K 0.39% 55
2023
Q1 		$1.12M Buy
16,069
+1,674
+12% +$113K 0.66% 41
2022
Q4 		$1.03M Buy
14,395
+1,479
+11% +$98.9K 0.66% 42
2022
Q3 		$878K Buy
12,916
+1,204
+10% +$91.2K 0.62% 46
2022
Q2 		$829K Buy
11,712
+2,263
+24% +$166K 0.53% 60
2022
Q1 		$685K Buy
+9,449
New +$640K 0.39% 74
2021
Q2 		$533K Sell
8,805
-2,201
-20% -$141K 0.33% 83
2021
Q1 		$684K Sell
11,006
-7,194
-40% -$431K 0.51% 65
2020
Q4 		$1.12M Buy
+18,200
New +$1.09M 0.94% 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

GoalVest Advisory's SO Position: Q2 2026 in Review

GoalVest Advisory increased its Southern Company (SO) stake by 0.05% in Q2 2026, buying an estimated $659 and bringing the position to 12,870 shares worth $1.23M. The position accounts for 0.23% of the portfolio, ranked #58.

GoalVest Advisory first reported a position in SO in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.56M in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • GoalVest Advisory held 12,870 shares of Southern Company worth $1.23M as of Q2 2026.
  • GoalVest Advisory bought 7 Southern Company shares in Q2 2026, an estimated $659.
  • Southern Company made up 0.23% of GoalVest Advisory's portfolio in Q2 2026, its #58 holding.
  • GoalVest Advisory first reported a position in Southern Company in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Southern Company position peaked at $1.56M in Q3 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.