Guardian Partners’s Southern Company SO Stock Holding History

Guardian Partners’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	$28.2K	Buy	+295	New	+$27.8K	﹤0.01%	301

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Guardian Partners's SO Position: Q2 2026 in Review

Guardian Partners opened a new position in Southern Company (SO) in Q2 2026: 295 shares worth $28.2K. The stake represents ﹤0.01% of the portfolio and ranks #301 among its holdings.

1,032 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Guardian Partners held 295 shares of Southern Company worth $28.2K as of Q2 2026.
Southern Company was a new Guardian Partners position in Q2 2026.
Southern Company made up ﹤0.01% of Guardian Partners's portfolio in Q2 2026, its #301 holding.
1,032 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.