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Grant Private Wealth Management’s Southern Company SO Stock Holding History

Grant Private 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 		$262K Buy
2,736
+549
+25% +$51.7K 0.11% 137
2026
Q1 		$211K Buy
+2,187
New +$202K 0.11% 145
2025
Q3 		– Sell
-60,811
Closed -$5.58M – 168
2025
Q2 		$5.58M Buy
+60,811
New +$5.46M 3.17% 11

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Grant Private Wealth Management's SO Position: Q2 2026 in Review

Grant Private Wealth Management increased its Southern Company (SO) stake by 25% in Q2 2026, buying an estimated $51.7K and bringing the position to 2,736 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #137.

Grant Private Wealth Management first reported a position in SO in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.58M in Q2 2025. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Grant Private Wealth Management held 2,736 shares of Southern Company worth $262K as of Q2 2026.
  • Grant Private Wealth Management bought 549 Southern Company shares in Q2 2026, an estimated $51.7K.
  • Southern Company made up 0.11% of Grant Private Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Grant Private Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 3 quarters since.
  • Grant Private Wealth Management's Southern Company position peaked at $5.58M in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.