Holos Integrated Wealth’s Southern Company SO Stock Holding History

Holos Integrated Wealth’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	3,503 -150	-4%	-$14.1K	0.16%	60
2026 Q1	$354K	Hold	3,653	–	–	0.18%	61
2025 Q4	$318K	Buy	3,653 +562	+18%	+$51.3K	0.18%	52
2025 Q3	$304K	Hold	3,091	–	–	0.18%	50
2025 Q2	$293K	Buy	3,091 +561	+22%	+$50.4K	0.18%	48
2025 Q1	$233K	Hold	2,530	–	–	0.15%	55
2024 Q4	$208K	Buy	+2,530	New	+$222K	0.14%	55

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

Holos Integrated Wealth's SO Position: Q2 2026 in Review

Holos Integrated Wealth reduced its Southern Company (SO) stake by 4.1% in Q2 2026, selling an estimated $14.1K and leaving 3,503 shares worth $341K. The position accounts for 0.16% of the portfolio, ranked #60.

Holos Integrated Wealth first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $354K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Holos Integrated Wealth held 3,503 shares of Southern Company worth $341K as of Q2 2026.
Holos Integrated Wealth sold 150 Southern Company shares in Q2 2026, an estimated $14.1K.
Southern Company made up 0.16% of Holos Integrated Wealth's portfolio in Q2 2026, its #60 holding.
Holos Integrated Wealth first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Southern Company position peaked at $354K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.