Insigneo Advisory Services’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$608K Buy
6,353
+2,252
+55% +$212K 0.02% 432
2026
Q1
$396K Buy
4,101
+171
+4% +$15.8K 0.03% 432
2025
Q4
$343K Buy
3,930
+270
+7% +$24.6K 0.02% 472
2025
Q3
$347K Sell
3,660
-1
-0% -$93 0.02% 469
2025
Q2
$336K Buy
3,661
+412
+13% +$37K 0.03% 425
2025
Q1
$299K Buy
3,249
+102
+3% +$8.83K 0.03% 413
2024
Q4
$259K Sell
3,147
-3,113
-50% -$273K 0.03% 453
2024
Q3
$565K Sell
6,260
-1,911
-23% -$163K 0.06% 290
2024
Q2
$707K Buy
8,171
+2,060
+34% +$156K 0.08% 219
2024
Q1
$438K Buy
6,111
+437
+8% +$30.2K 0.05% 294
2023
Q4
$398K Buy
5,674
+791
+16% +$54.3K 0.06% 276
2023
Q3
$316K Buy
4,883
+146
+3% +$10.1K 0.06% 277
2023
Q2
$333K Buy
4,737
+1,768
+60% +$127K 0.06% 267
2023
Q1
$207K Buy
2,969
+150
+5% +$10.1K 0.07% 263
2022
Q4
$201K Buy
+2,819
New +$188K 0.08% 250

Other funds holding SO

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

Insigneo Advisory Services increased its Southern Company (SO) stake by 55% in Q2 2026, buying an estimated $212K and bringing the position to 6,353 shares worth $608K. The position accounts for 0.02% of the portfolio, ranked #432.

Insigneo Advisory Services first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $707K in Q2 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Insigneo Advisory Services held 6,353 shares of Southern Company worth $608K as of Q2 2026.
  • Insigneo Advisory Services bought 2,252 Southern Company shares in Q2 2026, an estimated $212K.
  • Southern Company made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #432 holding.
  • Insigneo Advisory Services first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Insigneo Advisory Services's Southern Company position peaked at $707K in Q2 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.