Golden State Wealth Management’s Southern Company SO Stock Holding History

Golden State Wealth Management’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	$904K	Buy	9,441 +12	+0.1%	+$1.13K	0.08%	196
2026 Q1	$910K	Buy	9,429 +37	+0.4%	+$3.42K	0.1%	164
2025 Q4	$819K	Buy	9,392 +96	+1%	+$8.76K	0.09%	180
2025 Q3	$881K	Sell	9,296 -149	-2%	-$13.9K	0.1%	163
2025 Q2	$867K	Buy	9,445 +290	+3%	+$26K	0.11%	159
2025 Q1	$842K	Buy	9,155 +1,442	+19%	+$125K	0.13%	144
2024 Q4	$635K	Buy	+7,713	New	+$677K	0.1%	169
2020 Q4	–	Sell	-1,673	Closed	-$91K	–	389
2020 Q3	$91K	Buy	+1,673	New	+$89.4K	0.03%	269
2020 Q2	–	Sell	-1,033	Closed	-$57.4K	–	782
2020 Q1	$56K	Buy	+1,033	New	+$65.4K	0.02%	344
2019 Q4	–	Sell	-1,263	Closed	-$78K	–	786
2019 Q3	$78K	Buy	1,263 +549	+77%	+$31.8K	0.03%	352
2019 Q2	$39K	Buy	714 +131	+22%	+$7.01K	0.01%	506
2019 Q1	$30K	Buy	+583	New	+$28.6K	0.01%	546

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

Golden State Wealth Management's SO Position: Q2 2026 in Review

Golden State Wealth Management increased its Southern Company (SO) stake by 0.13% in Q2 2026, buying an estimated $1.13K and bringing the position to 9,441 shares worth $904K. The position accounts for 0.08% of the portfolio, ranked #196.

Golden State Wealth Management first reported a position in SO in Q1 2019 and has held it in 12 quarters since. The position peaked at $910K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Golden State Wealth Management held 9,441 shares of Southern Company worth $904K as of Q2 2026.
Golden State Wealth Management bought 12 Southern Company shares in Q2 2026, an estimated $1.13K.
Southern Company made up 0.08% of Golden State Wealth Management's portfolio in Q2 2026, its #196 holding.
Golden State Wealth Management first reported a position in Southern Company in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Southern Company position peaked at $910K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.