MBE Wealth Management’s Southern Company SO Stock Holding History

MBE 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	$336K	Sell	3,512 -162	-4%	-$15.3K	0.12%	114
2026 Q1	$355K	Buy	3,674 +392	+12%	+$36.3K	0.15%	96
2025 Q4	$286K	Buy	3,282 +2	+0.1%	+$183	0.12%	109
2025 Q3	$311K	Buy	3,280 +451	+16%	+$42.1K	0.13%	97
2025 Q2	$260K	Buy	2,829 +2	+0.1%	+$180	0.11%	111
2025 Q1	$260K	Buy	2,827 +118	+4%	+$10.2K	0.12%	98
2024 Q4	$223K	Buy	2,709 +2	+0.1%	+$175	0.13%	91
2024 Q3	$244K	Buy	2,707 +1	+0%	+$85	0.13%	84
2024 Q2	$210K	Buy	+2,706	New	+$205K	0.13%	86
2023 Q4	–	Sell	-4,090	Closed	-$265K	–	95
2023 Q3	$265K	Buy	+4,090	New	+$284K	0.15%	60
2020 Q2	–	Sell	-915	Closed	-$49K	–	435
2020 Q1	$49K	Buy	+915	New	+$58K	0.05%	125

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

MBE Wealth Management reduced its Southern Company (SO) stake by 4.4% in Q2 2026, selling an estimated $15.3K and leaving 3,512 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #114.

MBE Wealth Management first reported a position in SO in Q1 2020 and has held it in 11 quarters since. The position peaked at $355K in Q1 2026. 1,073 funds tracked by Wall St. Rank hold SO as of Q2 2026.

MBE Wealth Management held 3,512 shares of Southern Company worth $336K as of Q2 2026.
MBE Wealth Management sold 162 Southern Company shares in Q2 2026, an estimated $15.3K.
Southern Company made up 0.12% of MBE Wealth Management's portfolio in Q2 2026, its #114 holding.
MBE Wealth Management first reported a position in Southern Company in Q1 2020 and has held it in 11 quarters since.
MBE Wealth Management's Southern Company position peaked at $355K in Q1 2026.
1,073 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.