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JFS Wealth Advisors’s Southern Company SO Stock Holding History

JFS 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 		$158K Buy
1,655
+367
+28% +$34.6K 0.01% 368
2026
Q1 		$124K Sell
1,288
-194
-13% -$17.9K 0.01% 391
2025
Q4 		$129K Buy
1,482
+594
+67% +$54.2K 0.01% 373
2025
Q3 		$84.1K Buy
888
+260
+41% +$24.3K ﹤0.01% 428
2025
Q2 		$57.7K Buy
628
+94
+18% +$8.44K ﹤0.01% 452
2025
Q1 		$49.1K Buy
534
+7
+1% +$606 ﹤0.01% 478
2024
Q4 		$43.4K Hold
527
– – ﹤0.01% 490
2024
Q3 		$47.5K Buy
527
+7
+1% +$598 ﹤0.01% 478
2024
Q2 		$40.3K Sell
520
-7
-1% -$530 ﹤0.01% 458
2024
Q1 		$37.8K Sell
527
-1,044
-66% -$72.1K ﹤0.01% 489
2023
Q4 		$110K Buy
1,571
+39
+3% +$2.68K 0.01% 290
2023
Q3 		$99.2K Buy
1,532
+38
+3% +$2.64K 0.01% 280
2023
Q2 		$105K Sell
1,494
-40
-3% -$2.87K 0.01% 275
2023
Q1 		$107K Buy
1,534
+142
+10% +$9.56K 0.01% 268
2022
Q4 		$99.4K Sell
1,392
-265
-16% -$17.7K 0.01% 280
2022
Q3 		$113K Buy
1,657
+42
+3% +$3.18K 0.01% 270
2022
Q2 		$115K Buy
1,615
+32
+2% +$2.35K 0.01% 265
2022
Q1 		$115K Sell
1,583
-228
-13% -$15.4K 0.01% 276
2021
Q4 		$124K Buy
1,811
+73
+4% +$4.65K 0.01% 275
2021
Q3 		$108K Buy
1,738
+1,322
+318% +$85.1K 0.01% 291
2021
Q2 		$25K Buy
416
+350
+530% +$22.4K ﹤0.01% 344
2021
Q1 		$4K Sell
66
-202
-75% -$12.1K ﹤0.01% 491
2020
Q4 		$16K Buy
268
+202
+306% +$12.1K ﹤0.01% 362
2020
Q3 		$4K Hold
66
– – ﹤0.01% 467
2020
Q2 		$3K Sell
66
-1,419
-96% -$78.9K ﹤0.01% 471
2020
Q1 		$80K Hold
1,485
– – 0.02% 191
2019
Q4 		$95K Buy
1,485
+66
+5% +$4.09K 0.02% 200
2019
Q3 		$88K Hold
1,419
– – 0.02% 199
2019
Q2 		$78K Hold
1,419
– – 0.02% 207
2019
Q1 		$73K Hold
1,419
– – 0.02% 204
2018
Q4 		$62K Sell
1,419
-97
-6% -$4.41K 0.02% 208
2018
Q3 		$66K Buy
1,516
+97
+7% +$4.47K 0.02% 230
2018
Q2 		$66K Hold
1,419
– – 0.02% 224
2018
Q1 		$63K Sell
1,419
-300
-17% -$13.3K 0.02% 229
2017
Q4 		$83K Buy
1,719
+300
+21% +$15.3K 0.02% 213
2017
Q3 		$70K Buy
+1,419
New +$68.8K 0.02% 212
2017
Q2 		– Sell
-491
Closed -$24K – 442
2017
Q1 		$24K Hold
491
– – 0.01% 286
2016
Q4 		$24K Hold
491
– – 0.01% 286
2016
Q3 		$25K Sell
491
-700
-59% -$36.9K 0.01% 298
2016
Q2 		$64K Hold
1,191
– – 0.02% 235
2016
Q1 		$62K Sell
1,191
-626
-34% -$30.5K 0.02% 213
2015
Q4 		$85K Buy
1,817
+1,117
+160% +$50.6K 0.02% 193
2015
Q3 		$31K Sell
700
-194
-22% -$8.51K 0.01% 243
2015
Q2 		$37K Hold
894
– – 0.02% 210
2015
Q1 		$40K Sell
894
-6
-0.7% -$285 0.02% 203
2014
Q4 		$44K Hold
900
– – 0.01% 196
2014
Q3 		$39K Hold
900
– – 0.01% 206
2014
Q2 		$41K Buy
+900
New +$39.8K 0.01% 208

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

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

JFS Wealth Advisors increased its Southern Company (SO) stake by 28% in Q2 2026, buying an estimated $34.6K and bringing the position to 1,655 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #368.

JFS Wealth Advisors first reported a position in SO in Q2 2014 and has held it in 48 quarters since. 705 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • JFS Wealth Advisors held 1,655 shares of Southern Company worth $158K as of Q2 2026.
  • JFS Wealth Advisors bought 367 Southern Company shares in Q2 2026, an estimated $34.6K.
  • Southern Company made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #368 holding.
  • JFS Wealth Advisors first reported a position in Southern Company in Q2 2014 and has held it in 48 quarters since.
  • 705 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.