M.E. Allison & Co’s Southern Company SO Stock Holding History

M.E. Allison & Co’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	$765K	Hold	7,996	–	–	0.44%	63
2026 Q1	$772K	Hold	7,996	–	–	0.51%	55
2025 Q4	$697K	Buy	7,996 +555	+7%	+$50.7K	0.47%	57
2025 Q3	$705K	Sell	7,441 -133	-2%	-$12.4K	0.49%	55
2025 Q2	$696K	Buy	7,574 +1,818	+32%	+$163K	0.56%	48
2025 Q1	$529K	Buy	5,756 +2,800	+95%	+$242K	0.52%	56
2024 Q4	$243K	Buy	+2,956	New	+$259K	0.27%	116

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

M.E. Allison & Co's SO Position: Q2 2026 in Review

M.E. Allison & Co held its Southern Company (SO) position steady in Q2 2026 at 7,996 shares worth $765K. The position accounts for 0.44% of the portfolio, ranked #63.

M.E. Allison & Co first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $772K in Q1 2026. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

M.E. Allison & Co held 7,996 shares of Southern Company worth $765K as of Q2 2026.
M.E. Allison & Co left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.44% of M.E. Allison & Co's portfolio in Q2 2026, its #63 holding.
M.E. Allison & Co first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
M.E. Allison & Co's Southern Company position peaked at $772K in Q1 2026.
426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.