Meridian Financial’s Southern Company SO Stock Holding History

Meridian Financial’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	$405K	Hold	4,227	–	–	0.19%	92
2026 Q1	$408K	Hold	4,227	–	–	0.22%	84
2025 Q4	$369K	Hold	4,227	–	–	0.2%	92
2025 Q3	$401K	Hold	4,227	–	–	0.23%	82
2025 Q2	$388K	Hold	4,227	–	–	0.25%	78
2025 Q1	$389K	Sell	4,227 -400	-9%	-$34.6K	0.27%	70
2024 Q4	$381K	Hold	4,627	–	–	0.26%	68
2024 Q3	$417K	Hold	4,627	–	–	0.28%	69
2024 Q2	$359K	Hold	4,627	–	–	0.26%	72
2024 Q1	$332K	Sell	4,627 -299	-6%	-$20.6K	0.25%	78
2023 Q4	$345K	Hold	4,926	–	–	0.27%	67
2023 Q3	$319K	Sell	4,926 -50	-1%	-$3.47K	0.3%	66
2023 Q2	$350K	Hold	4,976	–	–	0.32%	61
2023 Q1	$346K	Buy	4,976 +1,695	+52%	+$114K	0.34%	61
2022 Q4	$234K	Hold	3,281	–	–	0.25%	81
2022 Q3	$223K	Sell	3,281 -151	-4%	-$11.4K	0.26%	78
2022 Q2	$245K	Hold	3,432	–	–	0.28%	74
2022 Q1	$249K	Sell	3,432 -90	-3%	-$6.09K	0.26%	76
2021 Q4	$242K	Buy	+3,522	New	+$225K	0.23%	83

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

Meridian Financial's SO Position: Q2 2026 in Review

Meridian Financial held its Southern Company (SO) position steady in Q2 2026 at 4,227 shares worth $405K. The position accounts for 0.19% of the portfolio, ranked #92.

Meridian Financial first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $417K in Q3 2024. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Meridian Financial held 4,227 shares of Southern Company worth $405K as of Q2 2026.
Meridian Financial left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.19% of Meridian Financial's portfolio in Q2 2026, its #92 holding.
Meridian Financial first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
Meridian Financial's Southern Company position peaked at $417K in Q3 2024.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.