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IVC Wealth Advisors’s Southern Company SO Stock Holding History

IVC Wealth Advisors’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 		$538K Sell
5,626
-34
-0.6% -$3.2K 0.21% 87
2026
Q1 		$546K Sell
5,660
-81
-1% -$7.49K 0.24% 82
2025
Q4 		$501K Buy
5,741
+165
+3% +$15.1K 0.22% 85
2025
Q3 		$528K Buy
5,576
+72
+1% +$6.72K 0.24% 77
2025
Q2 		$505K Sell
5,504
-212
-4% -$19K 0.25% 76
2025
Q1 		$526K Buy
5,716
+4
+0.1% +$346 0.28% 73
2024
Q4 		$470K Sell
5,712
-2,136
-27% -$187K 0.26% 77
2024
Q3 		$708K Buy
7,848
+42
+0.5% +$3.59K 0.39% 60
2024
Q2 		$606K Buy
7,806
+1,205
+18% +$91.3K 0.34% 67
2024
Q1 		$474K Buy
6,601
+258
+4% +$17.8K 0.27% 84
2023
Q4 		$445K Sell
6,343
-320
-5% -$22K 0.28% 84
2023
Q3 		$431K Sell
6,663
-48
-0.7% -$3.33K 0.29% 87
2023
Q2 		$471K Buy
6,711
+188
+3% +$13.5K 0.3% 84
2023
Q1 		$454K Sell
6,523
-867
-12% -$58.4K 0.32% 75
2022
Q4 		$528K Sell
7,390
-443
-6% -$29.6K 0.39% 68
2022
Q3 		$533K Buy
7,833
+1,192
+18% +$90.3K 0.43% 63
2022
Q2 		$474K Sell
6,641
-155
-2% -$11.4K 0.37% 66
2022
Q1 		$493K Buy
6,796
+171
+3% +$11.6K 0.32% 74
2021
Q4 		$454K Buy
6,625
+216
+3% +$13.8K 0.29% 90
2021
Q3 		$397K Sell
6,409
-408
-6% -$26.3K 0.27% 91
2021
Q2 		$412K Buy
6,817
+450
+7% +$28.8K 0.29% 86
2021
Q1 		$396K Buy
6,367
+325
+5% +$19.5K 0.31% 85
2020
Q4 		$371K Buy
+6,042
New +$363K 0.35% 76

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

IVC Wealth Advisors's SO Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Southern Company (SO) stake by 0.6% in Q2 2026, selling an estimated $3.2K and leaving 5,626 shares worth $538K. The position accounts for 0.21% of the portfolio, ranked #87.

IVC Wealth Advisors first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $708K in Q3 2024. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • IVC Wealth Advisors held 5,626 shares of Southern Company worth $538K as of Q2 2026.
  • IVC Wealth Advisors sold 34 Southern Company shares in Q2 2026, an estimated $3.2K.
  • Southern Company made up 0.21% of IVC Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • IVC Wealth Advisors first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Southern Company position peaked at $708K in Q3 2024.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.