Latitude Advisors’s Southern Company SO Stock Holding History

Latitude 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	$293K	Buy	3,058 +65	+2%	+$6.12K	0.12%	190
2026 Q1	$289K	Sell	2,993 -713	-19%	-$66K	0.13%	173
2025 Q4	$323K	Buy	3,706 +52	+1%	+$4.75K	0.14%	158
2025 Q3	$346K	Buy	3,654 +31	+0.9%	+$2.89K	0.16%	129
2025 Q2	$333K	Sell	3,623 -13	-0.4%	-$1.17K	0.17%	135
2025 Q1	$334K	Sell	3,636 -54	-1%	-$4.67K	0.19%	126
2024 Q4	$304K	Sell	3,690 -356	-9%	-$31.2K	0.17%	129
2024 Q3	$365K	Buy	4,046 +139	+4%	+$11.9K	0.21%	113
2024 Q2	$303K	Buy	3,907 +355	+10%	+$26.9K	0.19%	116
2024 Q1	$255K	Buy	3,552 +648	+22%	+$44.7K	0.16%	134
2023 Q4	$204K	Buy	+2,904	New	+$199K	0.14%	163
2023 Q3	–	Sell	-3,042	Closed	-$214K	–	181
2023 Q2	$214K	Buy	+3,042	New	+$218K	0.15%	152

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Latitude Advisors's SO Position: Q2 2026 in Review

Latitude Advisors increased its Southern Company (SO) stake by 2.2% in Q2 2026, buying an estimated $6.12K and bringing the position to 3,058 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #190.

Latitude Advisors first reported a position in SO in Q2 2023 and has held it in 12 quarters since. The position peaked at $365K in Q3 2024. 1,151 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Latitude Advisors held 3,058 shares of Southern Company worth $293K as of Q2 2026.
Latitude Advisors bought 65 Southern Company shares in Q2 2026, an estimated $6.12K.
Southern Company made up 0.12% of Latitude Advisors's portfolio in Q2 2026, its #190 holding.
Latitude Advisors first reported a position in Southern Company in Q2 2023 and has held it in 12 quarters since.
Latitude Advisors's Southern Company position peaked at $365K in Q3 2024.
1,151 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.