Grandview Asset Management’s Southern Company SO Stock Holding History

Grandview Asset 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	$341K	Sell	3,563 -95	-3%	-$8.94K	0.08%	117
2026 Q1	$353K	Buy	3,658 +22	+0.6%	+$2.04K	0.1%	102
2025 Q4	$317K	Buy	3,636 +603	+20%	+$55K	0.09%	112
2025 Q3	$287K	Buy	3,033 +20	+0.7%	+$1.87K	0.08%	117
2025 Q2	$277K	Buy	3,013 +5	+0.2%	+$449	0.09%	112
2025 Q1	$277K	Buy	3,008 +19	+0.6%	+$1.65K	0.11%	105
2024 Q4	$246K	Buy	+2,989	New	+$262K	0.09%	108
2021 Q2	–	Sell	-37	Closed	-$2K	–	403
2021 Q1	$2K	Buy	+37	New	+$2.21K	﹤0.01%	469

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

Grandview Asset Management's SO Position: Q2 2026 in Review

Grandview Asset Management reduced its Southern Company (SO) stake by 2.6% in Q2 2026, selling an estimated $8.94K and leaving 3,563 shares worth $341K. The position accounts for 0.08% of the portfolio, ranked #117.

Grandview Asset Management first reported a position in SO in Q1 2021 and has held it in 8 quarters since. The position peaked at $353K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Grandview Asset Management held 3,563 shares of Southern Company worth $341K as of Q2 2026.
Grandview Asset Management sold 95 Southern Company shares in Q2 2026, an estimated $8.94K.
Southern Company made up 0.08% of Grandview Asset Management's portfolio in Q2 2026, its #117 holding.
Grandview Asset Management first reported a position in Southern Company in Q1 2021 and has held it in 8 quarters since.
Grandview Asset Management's Southern Company position peaked at $353K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.