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McGlone Suttner Wealth Management’s Southern Company SO Stock Holding History

McGlone Suttner 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 		$943K Buy
9,850
+370
+4% +$34.8K 0.11% 89
2026
Q1 		$915K Buy
9,480
+394
+4% +$36.4K 0.12% 87
2025
Q4 		$792K Buy
9,086
+468
+5% +$42.7K 0.11% 88
2025
Q3 		$817K Sell
8,618
-1,180
-12% -$110K 0.11% 84
2025
Q2 		$900K Buy
9,798
+1,233
+14% +$111K 0.14% 78
2025
Q1 		$788K Buy
8,565
+116
+1% +$10K 0.13% 83
2024
Q4 		$696K Buy
8,449
+523
+7% +$45.9K 0.12% 80
2024
Q3 		$715K Buy
7,926
+1,431
+22% +$122K 0.15% 77
2024
Q2 		$455K Sell
6,495
-969
-13% -$73.4K 0.09% 87
2024
Q1 		$536K Buy
7,464
+969
+15% +$66.9K 0.1% 88
2023
Q4 		$455K Buy
6,495
+412
+7% +$28.3K 0.09% 87
2023
Q3 		$394K Buy
6,083
+292
+5% +$20.3K 0.09% 86
2023
Q2 		$407K Buy
5,791
+206
+4% +$14.8K 0.09% 87
2023
Q1 		$389K Buy
5,585
+445
+9% +$30K 0.1% 84
2022
Q4 		$367K Buy
+5,140
New +$344K 0.12% 83

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

McGlone Suttner Wealth Management's SO Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its Southern Company (SO) stake by 3.9% in Q2 2026, buying an estimated $34.8K and bringing the position to 9,850 shares worth $943K. The position accounts for 0.11% of the portfolio, ranked #89.

McGlone Suttner Wealth Management first reported a position in SO in Q4 2022 and has held it in 15 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • McGlone Suttner Wealth Management held 9,850 shares of Southern Company worth $943K as of Q2 2026.
  • McGlone Suttner Wealth Management bought 370 Southern Company shares in Q2 2026, an estimated $34.8K.
  • Southern Company made up 0.11% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #89 holding.
  • McGlone Suttner Wealth Management first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.