Longview Financial Advisors’s Southern Company SO Stock Holding History

Longview 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	$414K	Buy	4,326 +5	+0.1%	+$471	0.24%	31
2026 Q1	$417K	Buy	4,321 +3	+0.1%	+$278	0.25%	31
2025 Q4	$377K	Buy	4,318 +5	+0.1%	+$456	0.26%	34
2025 Q3	$409K	Sell	4,313 -198	-4%	-$18.5K	0.29%	32
2025 Q2	$414K	Buy	4,511 +195	+5%	+$17.5K	0.35%	31
2025 Q1	$397K	Buy	4,316 +4	+0.1%	+$346	0.34%	34
2024 Q4	$355K	Sell	4,312 -384	-8%	-$33.7K	0.28%	37
2024 Q3	$424K	Buy	4,696 +392	+9%	+$33.5K	0.31%	33
2024 Q2	$334K	Buy	4,304 +4	+0.1%	+$303	0.25%	39
2024 Q1	$309K	Buy	4,300 +4	+0.1%	+$276	0.23%	39
2023 Q4	$301K	Buy	+4,296	New	+$295K	0.24%	34

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Longview Financial Advisors increased its Southern Company (SO) stake by 0.12% in Q2 2026, buying an estimated $471 and bringing the position to 4,326 shares worth $414K. The position accounts for 0.24% of the portfolio, ranked #31.

Longview Financial Advisors first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $424K in Q3 2024. 490 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Longview Financial Advisors held 4,326 shares of Southern Company worth $414K as of Q2 2026.
Longview Financial Advisors bought 5 Southern Company shares in Q2 2026, an estimated $471.
Southern Company made up 0.24% of Longview Financial Advisors's portfolio in Q2 2026, its #31 holding.
Longview Financial Advisors first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Longview Financial Advisors's Southern Company position peaked at $424K in Q3 2024.
490 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.