JNBA Financial Advisors’s Southern Company SO Stock Holding History

JNBA Financial 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	$121K	Hold	1,262	–	–	0.01%	231
2026 Q1	$122K	Hold	1,262	–	–	0.01%	222
2025 Q4	$110K	Hold	1,262	–	–	0.01%	232
2025 Q3	$120K	Hold	1,262	–	–	0.01%	210
2025 Q2	$116K	Buy	1,262 +825	+189%	+$74.1K	0.01%	206
2025 Q1	$40.2K	Hold	437	–	–	﹤0.01%	307
2024 Q4	$36K	Sell	437 -35	-7%	-$3.07K	﹤0.01%	316
2024 Q3	$42.6K	Sell	472 -34	-7%	-$2.9K	﹤0.01%	305
2024 Q2	$39.3K	Hold	506	–	–	﹤0.01%	314
2024 Q1	$36.3K	Hold	506	–	–	﹤0.01%	322
2023 Q4	$35.5K	Sell	506 -57	-10%	-$3.91K	﹤0.01%	319
2023 Q3	$36.4K	Buy	563 +57	+11%	+$3.96K	﹤0.01%	316
2023 Q2	$35.5K	Buy	506 +14	+3%	+$1K	﹤0.01%	325
2023 Q1	$34.2K	Buy	492 +55	+13%	+$3.7K	﹤0.01%	327
2022 Q4	$31.2K	Hold	437	–	–	﹤0.01%	324
2022 Q3	$30K	Hold	437	–	–	﹤0.01%	330
2022 Q2	$31K	Hold	437	–	–	﹤0.01%	336
2022 Q1	$32K	Sell	437 -281	-39%	-$19K	﹤0.01%	344
2021 Q4	$49K	Hold	718	–	–	0.01%	307
2021 Q3	$44K	Hold	718	–	–	0.01%	308
2021 Q2	$43K	Hold	718	–	–	0.01%	305
2021 Q1	$45K	Hold	718	–	–	0.01%	291
2020 Q4	$44K	Hold	718	–	–	0.01%	272
2020 Q3	$39K	Sell	718 -50	-7%	-$2.67K	0.01%	264
2020 Q2	$40K	Hold	768	–	–	0.01%	257
2020 Q1	$42K	Buy	768 +50	+7%	+$3.17K	0.01%	237
2019 Q4	$46K	Hold	718	–	–	0.01%	256
2019 Q3	$44K	Sell	718 -363	-34%	-$21K	0.01%	246
2019 Q2	$60K	Hold	1,081	–	–	0.01%	218
2019 Q1	$56K	Sell	1,081 -303	-22%	-$14.9K	0.01%	214
2018 Q4	$61K	Sell	1,384 -7,365	-84%	-$335K	0.01%	186
2018 Q3	$381K	Buy	8,749 +6,968	+391%	+$321K	0.17%	89
2018 Q2	$82K	Buy	1,781 +300	+20%	+$13.4K	0.02%	191
2018 Q1	$66K	Hold	1,481	–	–	0.01%	199
2017 Q4	$71K	Hold	1,481	–	–	0.01%	195
2017 Q3	$73K	Hold	1,481	–	–	0.02%	186
2017 Q2	$71K	Hold	1,481	–	–	0.02%	179
2017 Q1	$74K	Hold	1,481	–	–	0.02%	178
2016 Q4	$73K	Sell	1,481 -45,173	-97%	-$2.22M	0.02%	179
2016 Q3	$2.39M	Buy	46,654 +45,454	+3,788%	+$2.39M	0.35%	25
2016 Q2	$64K	Hold	1,200	–	–	0.02%	183
2016 Q1	$62K	Sell	1,200 -300	-20%	-$14.6K	0.02%	179
2015 Q4	$70K	Hold	1,500	–	–	0.03%	169
2015 Q3	$67K	Hold	1,500	–	–	0.03%	161
2015 Q2	$63K	Hold	1,500	–	–	0.02%	162
2015 Q1	$66K	Hold	1,500	–	–	0.03%	159
2014 Q4	$74K	Hold	1,500	–	–	0.03%	158
2014 Q3	$65K	Hold	1,500	–	–	0.03%	168
2014 Q2	$68K	Hold	1,500	–	–	0.03%	159
2014 Q1	$66K	Hold	1,500	–	–	0.03%	152
2013 Q4	$62K	Hold	1,500	–	–	0.03%	154
2013 Q3	$62K	Hold	1,500	–	–	0.04%	148
2013 Q2	$66K	Buy	+1,500	New	+$69K	0.05%	136

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

JNBA Financial Advisors's SO Position: Q2 2026 in Review

JNBA Financial Advisors held its Southern Company (SO) position steady in Q2 2026 at 1,262 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #231.

JNBA Financial Advisors first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.39M in Q3 2016. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

JNBA Financial Advisors held 1,262 shares of Southern Company worth $121K as of Q2 2026.
JNBA Financial Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #231 holding.
JNBA Financial Advisors first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's Southern Company position peaked at $2.39M in Q3 2016.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.