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MBM Wealth Consultants’s Southern Company SO Stock Holding History

MBM Wealth Consultants’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 		$580K Buy
6,060
+608
+11% +$57.2K 0.11% 78
2026
Q1 		$526K Buy
5,452
+347
+7% +$32.1K 0.12% 78
2025
Q4 		$445K Buy
5,105
+445
+10% +$40.6K 0.11% 79
2025
Q3 		$442K Buy
4,660
+85
+2% +$7.93K 0.11% 77
2025
Q2 		$420K Buy
4,575
+189
+4% +$17K 0.11% 78
2025
Q1 		$403K Buy
4,386
+525
+14% +$45.4K 0.12% 73
2024
Q4 		$317K Buy
3,861
+255
+7% +$22.4K 0.09% 84
2024
Q3 		$325K Sell
3,606
-5
-0.1% -$427 0.1% 79
2024
Q2 		$282K Buy
3,611
+1
+0% +$76 0.1% 80
2024
Q1 		$259K Sell
3,610
-56
-2% -$3.87K 0.09% 89
2023
Q4 		$254K Buy
3,666
+18
+0.5% +$1.24K 0.09% 89
2023
Q3 		$243K Buy
3,648
+217
+6% +$15.1K 0.11% 91
2023
Q2 		$246K Buy
3,431
+1,516
+79% +$109K 0.11% 90
2023
Q1 		$210K Hold
1,915
– – 0.09% 93
2022
Q4 		$138K Buy
1,915
+469
+32% +$31.4K 0.06% 117
2022
Q3 		$101K Buy
1,446
+344
+31% +$26.1K 0.05% 111
2022
Q2 		$79K Buy
1,102
+35
+3% +$2.57K 0.04% 127
2022
Q1 		$77K Buy
1,067
+292
+38% +$19.8K 0.03% 150
2021
Q4 		$53K Buy
775
+310
+67% +$19.8K 0.02% 153
2021
Q3 		$29K Buy
465
+68
+17% +$4.38K 0.01% 186
2021
Q2 		$24K Buy
397
+52
+15% +$3.33K 0.01% 187
2021
Q1 		$21K Buy
+345
New +$20.7K 0.01% 191
2020
Q1 		– Sell
-168
Closed -$11K – 210
2019
Q4 		$11K Hold
168
– – 0.01% 171
2019
Q3 		$10K Sell
168
-165
-50% -$9.56K 0.01% 168
2019
Q2 		$18K Buy
+333
New +$17.8K 0.02% 150

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

MBM Wealth Consultants's SO Position: Q2 2026 in Review

MBM Wealth Consultants increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $57.2K and bringing the position to 6,060 shares worth $580K. The position accounts for 0.11% of the portfolio, ranked #78.

MBM Wealth Consultants first reported a position in SO in Q2 2019 and has held it in 25 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • MBM Wealth Consultants held 6,060 shares of Southern Company worth $580K as of Q2 2026.
  • MBM Wealth Consultants bought 608 Southern Company shares in Q2 2026, an estimated $57.2K.
  • Southern Company made up 0.11% of MBM Wealth Consultants's portfolio in Q2 2026, its #78 holding.
  • MBM Wealth Consultants first reported a position in Southern Company in Q2 2019 and has held it in 25 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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