Madrona Financial Services’s Southern Company SO Stock Holding History

Madrona Financial Services’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	$322K	Buy	3,360 +6	+0.2%	+$565	0.06%	96
2026 Q1	$324K	Buy	3,354 +24	+0.7%	+$2.22K	0.07%	81
2025 Q4	$290K	Sell	3,330 -59	-2%	-$5.39K	0.06%	93
2025 Q3	$321K	Buy	3,389 +36	+1%	+$3.36K	0.07%	84
2025 Q2	$308K	Buy	3,353 +824	+33%	+$74K	0.07%	79
2025 Q1	$233K	Sell	2,529 -11	-0.4%	-$952	0.06%	98
2024 Q4	$209K	Sell	2,540 -26	-1%	-$2.28K	0.06%	105
2024 Q3	$231K	Buy	+2,566	New	+$219K	0.06%	93
2024 Q1	–	Sell	-3,000	Closed	-$210K	–	102
2023 Q4	$210K	Buy	+3,000	New	+$206K	0.08%	80
2023 Q3	–	Sell	-3,014	Closed	-$212K	–	99
2023 Q2	$212K	Sell	3,014 -871	-22%	-$62.5K	0.1%	92
2023 Q1	$270K	Buy	3,885 +885	+30%	+$59.6K	0.15%	69
2022 Q4	$214K	Hold	3,000	–	–	0.12%	72
2022 Q3	$204K	Sell	3,000 -30	-1%	-$2.27K	0.13%	70
2022 Q2	$216K	Hold	3,030	–	–	0.13%	75
2022 Q1	$230K	Hold	3,030	–	–	0.11%	74
2021 Q4	$208K	Buy	+3,030	New	+$193K	0.09%	74

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

Madrona Financial Services's SO Position: Q2 2026 in Review

Madrona Financial Services increased its Southern Company (SO) stake by 0.18% in Q2 2026, buying an estimated $565 and bringing the position to 3,360 shares worth $322K. The position accounts for 0.06% of the portfolio, ranked #96.

Madrona Financial Services first reported a position in SO in Q4 2021 and has held it in 16 quarters since. The position peaked at $324K in Q1 2026. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Madrona Financial Services held 3,360 shares of Southern Company worth $322K as of Q2 2026.
Madrona Financial Services bought 6 Southern Company shares in Q2 2026, an estimated $565.
Southern Company made up 0.06% of Madrona Financial Services's portfolio in Q2 2026, its #96 holding.
Madrona Financial Services first reported a position in Southern Company in Q4 2021 and has held it in 16 quarters since.
Madrona Financial Services's Southern Company position peaked at $324K in Q1 2026.
426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.