Klein Pavlis & Peasley Financial’s Southern Company SO Stock Holding History

Klein Pavlis & Peasley Financial’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	$2.45M	Buy	25,575 +1,921	+8%	+$181K	1.27%	24
2026 Q1	$2.28M	Buy	23,654 +935	+4%	+$86.5K	1.26%	24
2025 Q4	$1.98M	Buy	22,719 +853	+4%	+$77.9K	1.17%	28
2025 Q3	$2.07M	Sell	21,866 -3,745	-15%	-$350K	1.27%	29
2025 Q2	$2.35M	Buy	+25,611	New	+$2.3M	1.57%	23

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

Klein Pavlis & Peasley Financial's SO Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Southern Company (SO) stake by 8.1% in Q2 2026, buying an estimated $181K and bringing the position to 25,575 shares worth $2.45M. The position accounts for 1.27% of the portfolio, ranked #24.

Klein Pavlis & Peasley Financial first reported a position in SO in Q2 2025 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Klein Pavlis & Peasley Financial held 25,575 shares of Southern Company worth $2.45M as of Q2 2026.
Klein Pavlis & Peasley Financial bought 1,921 Southern Company shares in Q2 2026, an estimated $181K.
Southern Company made up 1.27% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #24 holding.
Klein Pavlis & Peasley Financial first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.