Investment Partners Asset Management’s Southern Company SO Stock Holding History

Investment Partners Asset Management’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	$961K	Buy	10,038 +2	+0%	+$188	0.53%	52
2026 Q1	$969K	Sell	10,036 -108	-1%	-$9.99K	0.6%	45
2025 Q4	$885K	Buy	10,144 +2	+0%	+$183	0.55%	52
2025 Q3	$961K	Buy	10,142 +3	+0%	+$280	0.63%	42
2025 Q2	$931K	Buy	10,139 +2	+0%	+$180	0.65%	44
2025 Q1	$932K	Sell	10,137 -133	-1%	-$11.5K	0.73%	40
2024 Q4	$845K	Sell	10,270 -125	-1%	-$11K	0.66%	43
2024 Q3	$937K	Buy	10,395 +246	+2%	+$21K	0.77%	37
2024 Q2	$787K	Sell	10,149 -142	-1%	-$10.8K	0.7%	42
2024 Q1	$738K	Hold	10,291	–	–	0.67%	45
2023 Q4	$722K	Buy	+10,291	New	+$707K	0.72%	43

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Partners Asset Management's SO Position: Q2 2026 in Review

Investment Partners Asset Management increased its Southern Company (SO) stake by 0.02% in Q2 2026, buying an estimated $188 and bringing the position to 10,038 shares worth $961K. The position accounts for 0.53% of the portfolio, ranked #52.

Investment Partners Asset Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $969K in Q1 2026. 786 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Investment Partners Asset Management held 10,038 shares of Southern Company worth $961K as of Q2 2026.
Investment Partners Asset Management bought 2 Southern Company shares in Q2 2026, an estimated $188.
Southern Company made up 0.53% of Investment Partners Asset Management's portfolio in Q2 2026, its #52 holding.
Investment Partners Asset Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Investment Partners Asset Management's Southern Company position peaked at $969K in Q1 2026.
786 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.