IIL
SO icon

Insight Inv LLC’s Southern Company SO Stock Holding History

Insight Inv LLC’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 		$833K Sell
8,705
-215
-2% -$20.2K 0.39% 59
2026
Q1 		$861K Buy
8,920
+75
+0.8% +$6.94K 0.47% 60
2025
Q4 		$771K Hold
8,845
– – 0.43% 64
2025
Q3 		$838K Hold
8,845
– – 0.49% 59
2025
Q2 		$812K Sell
8,845
-185
-2% -$16.6K 0.54% 58
2025
Q1 		$830K Hold
9,030
– – 0.57% 58
2024
Q4 		$743K Buy
9,030
+700
+8% +$61.4K 0.52% 57
2024
Q3 		$751K Sell
8,330
-20
-0.2% -$1.71K 0.63% 54
2024
Q2 		$648K Sell
8,350
-355
-4% -$26.9K 0.56% 56
2024
Q1 		$624K Sell
8,705
-1,825
-17% -$126K 0.54% 57
2023
Q4 		$738K Buy
10,530
+150
+1% +$10.3K 0.72% 54
2023
Q3 		$690K Sell
10,380
-190
-2% -$13.2K 0.76% 51
2023
Q2 		$743K Buy
10,570
+1,615
+18% +$116K 0.76% 52
2023
Q1 		$623K Buy
8,955
+40
+0.4% +$2.69K 0.67% 59
2022
Q4 		$637K Hold
8,915
– – 0.64% 61
2022
Q3 		$606K Sell
8,915
-575
-6% -$43.6K 0.67% 61
2022
Q2 		$677K Hold
9,490
– – 0.68% 59
2022
Q1 		$688K Buy
9,490
+1,595
+20% +$108K 0.62% 61
2021
Q4 		$541K Buy
+7,895
New +$503K 0.5% 63

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

Insight Inv LLC's SO Position: Q2 2026 in Review

Insight Inv LLC reduced its Southern Company (SO) stake by 2.4% in Q2 2026, selling an estimated $20.2K and leaving 8,705 shares worth $833K. The position accounts for 0.39% of the portfolio, ranked #59.

Insight Inv LLC first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $861K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Insight Inv LLC held 8,705 shares of Southern Company worth $833K as of Q2 2026.
  • Insight Inv LLC sold 215 Southern Company shares in Q2 2026, an estimated $20.2K.
  • Southern Company made up 0.39% of Insight Inv LLC's portfolio in Q2 2026, its #59 holding.
  • Insight Inv LLC first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Insight Inv LLC's Southern Company position peaked at $861K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.