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Holland Advisory Services’s Southern Company SO Stock Holding History

Holland Advisory Services’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 		– Sell
-2,381
Closed -$230K – 53
2026
Q1 		$230K Buy
2,381
+25
+1% +$2.31K 0.31% 42
2025
Q4 		$205K Buy
2,356
+185
+9% +$16.9K 0.28% 43
2025
Q3 		$206K Buy
+2,171
New +$203K 0.28% 44

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

Holland Advisory Services's SO Position: Q2 2026 in Review

Holland Advisory Services sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,381 shares — an estimated $230K sold.

Holland Advisory Services first reported a position in SO in Q3 2025 and held it in 3 quarters. The position peaked at $230K in Q1 2026. 707 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Holland Advisory Services reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Holland Advisory Services sold 2,381 Southern Company shares in Q2 2026, an estimated $230K.
  • Holland Advisory Services first reported a position in Southern Company in Q3 2025 and held it in 3 quarters.
  • Holland Advisory Services's Southern Company position peaked at $230K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.