Members Wealth’s Southern Company SO Stock Holding History

Members Wealth’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	$406K	Buy	4,241 +8	+0.2%	+$753	0.22%	75
2026 Q1	$389K	Sell	4,233 -216	-5%	-$20K	0.23%	71
2025 Q4	$392K	Buy	4,449 +24	+0.5%	+$2.19K	0.25%	70
2025 Q3	$420K	Buy	+4,425	New	+$413K	0.27%	59
2025 Q1	$411K	Buy	4,467 +13	+0.3%	+$1.13K	0.31%	60
2024 Q4	$387K	Buy	+4,454	New	+$391K	0.29%	67
2024 Q2	$408K	Buy	+4,476	New	+$339K	0.27%	63

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

Members Wealth's SO Position: Q2 2026 in Review

Members Wealth increased its Southern Company (SO) stake by 0.19% in Q2 2026, buying an estimated $753 and bringing the position to 4,241 shares worth $406K. The position accounts for 0.22% of the portfolio, ranked #75.

Members Wealth first reported a position in SO in Q2 2024 and has held it in 7 quarters since. The position peaked at $420K in Q3 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Members Wealth held 4,241 shares of Southern Company worth $406K as of Q2 2026.
Members Wealth bought 8 Southern Company shares in Q2 2026, an estimated $753.
Southern Company made up 0.22% of Members Wealth's portfolio in Q2 2026, its #75 holding.
Members Wealth first reported a position in Southern Company in Q2 2024 and has held it in 7 quarters since.
Members Wealth's Southern Company position peaked at $420K in Q3 2025.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.