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Marquette Asset Management’s Southern Company SO Stock Holding History

Marquette Asset 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 		$27.1K Buy
283
+37
+15% +$3.48K ﹤0.01% 206
2026
Q1 		$23.7K Hold
246
– – ﹤0.01% 145
2025
Q4 		$21.5K Buy
246
+102
+71% +$9.31K ﹤0.01% 150
2025
Q3 		$13.6K Buy
+144
New +$13.4K ﹤0.01% 185

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

Marquette Asset Management's SO Position: Q2 2026 in Review

Marquette Asset Management increased its Southern Company (SO) stake by 15% in Q2 2026, buying an estimated $3.48K and bringing the position to 283 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Marquette Asset Management first reported a position in SO in Q3 2025 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Marquette Asset Management held 283 shares of Southern Company worth $27.1K as of Q2 2026.
  • Marquette Asset Management bought 37 Southern Company shares in Q2 2026, an estimated $3.48K.
  • Southern Company made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #206 holding.
  • Marquette Asset Management first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.