LongView Wealth Management’s Southern Company SO Stock Holding History

LongView Wealth Management’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	$2.03M	Sell	21,247 -10,003	-32%	-$942K	0.52%	47
2026 Q1	$3M	Sell	31,250 -3,496	-10%	-$323K	0.75%	37
2025 Q4	$3.01M	Sell	34,746 -1,641	-5%	-$150K	0.73%	37
2025 Q3	$3.45M	Sell	36,387 -397	-1%	-$37.1K	0.93%	29
2025 Q2	$3.38M	Sell	36,784 -2,140	-5%	-$192K	1.02%	25
2025 Q1	$3.58M	Sell	38,924 -1,754	-4%	-$152K	1.07%	27
2024 Q4	$3.35M	Buy	40,678 +14	+0%	+$1.23K	1.02%	27
2024 Q3	$3.67M	Buy	40,664 +2,019	+5%	+$172K	1.17%	22
2024 Q2	$3M	Sell	38,645 -1,506	-4%	-$114K	1.11%	23
2024 Q1	$2.88M	Sell	40,151 -1,986	-5%	-$137K	1.14%	23
2023 Q4	$3.03M	Buy	+42,137	New	+$2.89M	1.35%	18

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

LongView Wealth Management's SO Position: Q2 2026 in Review

LongView Wealth Management reduced its Southern Company (SO) stake by 32% in Q2 2026, selling an estimated $942K and leaving 21,247 shares worth $2.03M. The position accounts for 0.52% of the portfolio, ranked #47.

LongView Wealth Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.67M in Q3 2024. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

LongView Wealth Management held 21,247 shares of Southern Company worth $2.03M as of Q2 2026.
LongView Wealth Management sold 10,003 Southern Company shares in Q2 2026, an estimated $942K.
Southern Company made up 0.52% of LongView Wealth Management's portfolio in Q2 2026, its #47 holding.
LongView Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's Southern Company position peaked at $3.67M in Q3 2024.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.