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Laurel Wealth Advisors (North Carolina)’s Southern Company SO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$4.37M Sell
45,674
-651
-1% -$61.3K 0.42% 47
2026
Q1 		$4.25M Sell
46,325
-475
-1% -$43.9K 0.42% 50
2025
Q4 		$4.08M Sell
46,800
-540
-1% -$49.3K 0.54% 49
2025
Q3 		$4.49M Sell
47,340
-807
-2% -$75.3K 0.63% 41
2025
Q2 		$4.42M Buy
48,147
+87
+0.2% +$7.81K 0.66% 41
2025
Q1 		$4.42M Sell
48,060
-1,096
-2% -$94.9K 0.69% 38
2024
Q4 		$4.05M Buy
49,156
+924
+2% +$81.1K 0.63% 41
2024
Q3 		$4.35M Buy
48,232
+623
+1% +$53.2K 0.69% 38
2024
Q2 		$3.69M Sell
47,609
-2,496
-5% -$189K 0.64% 43
2024
Q1 		$3.59M Buy
50,105
+354
+0.7% +$24.4K 0.61% 44
2023
Q4 		$3.49M Buy
49,751
+999
+2% +$68.6K 0.66% 42
2023
Q3 		$3.16M Sell
48,752
-3,795
-7% -$263K 0.67% 42
2023
Q2 		$3.69M Sell
52,547
-1,881
-3% -$135K 0.74% 41
2023
Q1 		$3.79M Buy
54,428
+2,725
+5% +$183K 0.8% 38
2022
Q4 		$3.69M Buy
51,703
+4,655
+10% +$311K 0.84% 37
2022
Q3 		$3.2M Buy
47,048
+978
+2% +$74.1K 0.8% 35
2022
Q2 		$3.29M Buy
46,070
+1,400
+3% +$103K 0.79% 38
2022
Q1 		$3.24M Buy
44,670
+7,044
+19% +$477K 0.68% 44
2021
Q4 		$2.58M Buy
37,626
+1,758
+5% +$112K 0.53% 54
2021
Q3 		$2.22M Buy
35,868
+2,332
+7% +$150K 0.49% 56
2021
Q2 		$2.03M Buy
33,536
+4,173
+14% +$267K 0.44% 61
2021
Q1 		$1.82M Buy
29,363
+4,765
+19% +$285K 0.44% 61
2020
Q4 		$1.51M Buy
24,598
+3,498
+17% +$210K 0.39% 65
2020
Q3 		$1.14M Sell
21,100
-973
-4% -$52K 0.34% 67
2020
Q2 		$1.14M Sell
22,073
-955
-4% -$53.1K 0.38% 69
2020
Q1 		$1.25M Sell
23,028
-50
-0.2% -$3.17K 0.47% 65
2019
Q4 		$1.47M Sell
23,078
-150
-0.6% -$9.29K 0.46% 62
2019
Q3 		$1.44M Sell
23,228
-150
-0.6% -$8.69K 0.49% 63
2019
Q2 		$1.29M Sell
23,378
-25
-0.1% -$1.34K 0.45% 63
2019
Q1 		$1.21M Buy
23,403
+150
+0.6% +$7.35K 0.44% 64
2018
Q4 		$1.02M Buy
+23,253
New +$1.06M 0.41% 64

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

Laurel Wealth Advisors (North Carolina)'s SO Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Southern Company (SO) stake by 1.4% in Q2 2026, selling an estimated $61.3K and leaving 45,674 shares worth $4.37M. The position accounts for 0.42% of the portfolio, ranked #47.

Laurel Wealth Advisors (North Carolina) first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.49M in Q3 2025. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 45,674 shares of Southern Company worth $4.37M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 651 Southern Company shares in Q2 2026, an estimated $61.3K.
  • Southern Company made up 0.42% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #47 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Southern Company position peaked at $4.49M in Q3 2025.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.