IWP
SO icon

Innova Wealth Partners’s Southern Company SO Stock Holding History

Innova Wealth 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 		$229K Sell
2,396
-34
-1% -$3.2K 0.09% 161
2026
Q1 		$235K Sell
2,430
-28
-1% -$2.59K 0.11% 141
2025
Q4 		$214K Buy
2,458
+76
+3% +$6.94K 0.11% 141
2025
Q3 		$226K Buy
+2,382
New +$222K 0.12% 116

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Innova Wealth Partners's SO Position: Q2 2026 in Review

Innova Wealth Partners reduced its Southern Company (SO) stake by 1.4% in Q2 2026, selling an estimated $3.2K and leaving 2,396 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #161.

Innova Wealth Partners first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $235K in Q1 2026. 1,079 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Innova Wealth Partners held 2,396 shares of Southern Company worth $229K as of Q2 2026.
  • Innova Wealth Partners sold 34 Southern Company shares in Q2 2026, an estimated $3.2K.
  • Southern Company made up 0.09% of Innova Wealth Partners's portfolio in Q2 2026, its #161 holding.
  • Innova Wealth Partners first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • Innova Wealth Partners's Southern Company position peaked at $235K in Q1 2026.
  • 1,079 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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