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Mason & Associates (Virginia)’s Southern Company SO Stock Holding History

Mason & Associates (Virginia)’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 		$683K Hold
7,132
– – 0.14% 28
2026
Q1 		$688K Buy
+7,132
New +$660K 0.16% 24

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mason & Associates (Virginia)'s SO Position: Q2 2026 in Review

Mason & Associates (Virginia) held its Southern Company (SO) position steady in Q2 2026 at 7,132 shares worth $683K. The position accounts for 0.14% of the portfolio, ranked #28.

Mason & Associates (Virginia) first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $688K in Q1 2026. 631 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Mason & Associates (Virginia) held 7,132 shares of Southern Company worth $683K as of Q2 2026.
  • Mason & Associates (Virginia) left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.14% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #28 holding.
  • Mason & Associates (Virginia) first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Mason & Associates (Virginia)'s Southern Company position peaked at $688K in Q1 2026.
  • 631 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.