IF
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Intrua Financial’s Southern Company SO Stock Holding History

Intrua Financial’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 		$539K Buy
5,633
+154
+3% +$14.5K 0.05% 271
2026
Q1 		$529K Buy
5,479
+46
+0.8% +$4.25K 0.05% 253
2025
Q4 		$474K Buy
5,433
+168
+3% +$15.3K 0.05% 267
2025
Q3 		$499K Sell
5,265
-1,256
-19% -$117K 0.05% 249
2025
Q2 		$599K Buy
6,521
+614
+10% +$55.1K 0.08% 178
2025
Q1 		$543K Buy
5,907
+106
+2% +$9.18K 0.08% 184
2024
Q4 		$478K Sell
5,801
-781
-12% -$68.5K 0.07% 203
2024
Q3 		$594K Sell
6,582
-6,616
-50% -$565K 0.09% 193
2024
Q2 		$1.02M Buy
13,198
+3,931
+42% +$298K 0.15% 123
2024
Q1 		$665K Sell
9,267
-231
-2% -$15.9K 0.1% 193
2023
Q4 		$666K Sell
9,498
-789
-8% -$54.2K 0.1% 184
2023
Q3 		$666K Sell
10,287
-806
-7% -$55.9K 0.11% 162
2023
Q2 		$779K Buy
11,093
+1,840
+20% +$132K 0.13% 145
2023
Q1 		$679K Buy
9,253
+1,056
+13% +$71.1K 0.14% 142
2022
Q4 		$545K Sell
8,197
-517
-6% -$34.6K 0.13% 172
2022
Q3 		$593K Buy
8,714
+1,547
+22% +$117K 0.16% 142
2022
Q2 		$511K Sell
7,167
-152
-2% -$11.2K 0.11% 204
2022
Q1 		$531K Sell
7,319
-102
-1% -$6.91K 0.1% 219
2021
Q4 		$509K Sell
7,421
-895
-11% -$57.1K 0.09% 216
2021
Q3 		$521K Buy
8,316
+4,245
+104% +$273K 0.1% 206
2021
Q2 		$267K Sell
4,071
-217
-5% -$13.9K 0.06% 245
2021
Q1 		$276K Buy
+4,288
New +$257K 0.07% 236

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Intrua Financial's SO Position: Q2 2026 in Review

Intrua Financial increased its Southern Company (SO) stake by 2.8% in Q2 2026, buying an estimated $14.5K and bringing the position to 5,633 shares worth $539K. The position accounts for 0.05% of the portfolio, ranked #271.

Intrua Financial first reported a position in SO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.02M in Q2 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Intrua Financial held 5,633 shares of Southern Company worth $539K as of Q2 2026.
  • Intrua Financial bought 154 Southern Company shares in Q2 2026, an estimated $14.5K.
  • Southern Company made up 0.05% of Intrua Financial's portfolio in Q2 2026, its #271 holding.
  • Intrua Financial first reported a position in Southern Company in Q1 2021 and has held it in 22 quarters since.
  • Intrua Financial's Southern Company position peaked at $1.02M in Q2 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.