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Investment Advisory Services’s Southern Company SO Stock Holding History

Investment Advisory Services’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 		$278K Buy
2,901
+85
+3% +$8K 0.08% 112
2026
Q1 		$272K Buy
2,816
+52
+2% +$4.81K 0.09% 105
2025
Q4 		$241K Sell
2,764
-79
-3% -$7.21K 0.08% 110
2025
Q3 		$269K Sell
2,843
-674
-19% -$62.9K 0.08% 103
2025
Q2 		$323K Buy
3,517
+291
+9% +$26.1K 0.11% 92
2025
Q1 		$297K Buy
3,226
+18
+0.6% +$1.56K 0.11% 93
2024
Q4 		$264K Buy
3,208
+234
+8% +$20.5K 0.09% 97
2024
Q3 		$268K Buy
2,974
+152
+5% +$13K 0.09% 100
2024
Q2 		$219K Buy
+2,822
New +$214K 0.08% 112

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

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

Investment Advisory Services increased its Southern Company (SO) stake by 3% in Q2 2026, buying an estimated $8K and bringing the position to 2,901 shares worth $278K. The position accounts for 0.08% of the portfolio, ranked #112.

Investment Advisory Services first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $323K in Q2 2025. 858 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Investment Advisory Services held 2,901 shares of Southern Company worth $278K as of Q2 2026.
  • Investment Advisory Services bought 85 Southern Company shares in Q2 2026, an estimated $8K.
  • Southern Company made up 0.08% of Investment Advisory Services's portfolio in Q2 2026, its #112 holding.
  • Investment Advisory Services first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
  • Investment Advisory Services's Southern Company position peaked at $323K in Q2 2025.
  • 858 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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