Investment Research & Advisory Group’s Southern Company SO Stock Holding History

Investment Research & Advisory Group’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	$157K	Buy	1,591 +1,087	+216%	+$102K	0.05%	86
2026 Q1	$57.8K	Hold	504	–	–	0.02%	117
2025 Q4	$44.6K	Hold	504	–	–	0.01%	127
2025 Q3	$49.6K	Hold	504	–	–	0.02%	113
2025 Q2	$46.3K	Buy	+504	New	+$45.3K	0.02%	110
2022 Q3	–	Sell	-331	Closed	-$24K	–	178
2022 Q2	$24K	Buy	+331	New	+$24.3K	0.02%	111
2020 Q4	–	Sell	-205	Closed	-$11K	–	160
2020 Q3	$11K	Hold	205	–	–	0.01%	127
2020 Q2	$11K	Hold	205	–	–	0.01%	128
2020 Q1	$11K	Sell	205 -827	-80%	-$52.4K	0.01%	122
2019 Q4	$66K	Buy	+1,032	New	+$64K	0.06%	96

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Investment Research & Advisory Group's SO Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Southern Company (SO) stake by 216% in Q2 2026, buying an estimated $102K and bringing the position to 1,591 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #86.

Investment Research & Advisory Group first reported a position in SO in Q4 2019 and has held it in 10 quarters since. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Investment Research & Advisory Group held 1,591 shares of Southern Company worth $157K as of Q2 2026.
Investment Research & Advisory Group bought 1,087 Southern Company shares in Q2 2026, an estimated $102K.
Southern Company made up 0.05% of Investment Research & Advisory Group's portfolio in Q2 2026, its #86 holding.
Investment Research & Advisory Group first reported a position in Southern Company in Q4 2019 and has held it in 10 quarters since.
1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.