MFG
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Merit Financial Group’s Southern Company SO Stock Holding History

Merit Financial Group’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 		$10.9M Buy
114,295
+11,369
+11% +$1.07M 0.07% 243
2026
Q1 		$9.93M Buy
102,926
+10,855
+12% +$1M 0.07% 227
2025
Q4 		$8.03M Buy
92,071
+2,743
+3% +$250K 0.06% 240
2025
Q3 		$8.47M Buy
89,328
+5,026
+6% +$469K 0.08% 193
2025
Q2 		$7.74M Buy
84,302
+12,392
+17% +$1.11M 0.09% 181
2025
Q1 		$6.61M Buy
71,910
+11,378
+19% +$985K 0.1% 167
2024
Q4 		$4.98M Buy
60,532
+18,809
+45% +$1.65M 0.09% 187
2024
Q3 		$3.76M Buy
41,723
+817
+2% +$69.8K 0.08% 187
2024
Q2 		$3.17M Sell
40,906
-1,994
-5% -$151K 0.07% 206
2024
Q1 		$3.25M Buy
42,900
+2,557
+6% +$177K 0.08% 200
2023
Q4 		$2.83M Buy
40,343
+5,195
+15% +$357K 0.09% 159
2023
Q3 		$2.27M Sell
35,148
-4,100
-10% -$285K 0.07% 197
2023
Q2 		$2.76M Buy
39,248
+3,549
+10% +$255K 0.09% 176
2023
Q1 		$2.48M Sell
35,699
-735
-2% -$49.5K 0.09% 175
2022
Q4 		$2.6M Buy
36,434
+701
+2% +$46.9K 0.09% 161
2022
Q3 		$2.43M Sell
35,733
-3,323
-9% -$252K 0.11% 136
2022
Q2 		$2.79M Buy
39,056
+10,975
+39% +$806K 0.09% 149
2022
Q1 		$2.04M Buy
28,081
+8,838
+46% +$599K 0.12% 104
2021
Q4 		$1.32M Buy
19,243
+79
+0.4% +$5.04K 0.13% 81
2021
Q3 		$1.19M Buy
19,164
+180
+0.9% +$11.6K 0.12% 83
2021
Q2 		$1.15M Buy
18,984
+702
+4% +$44.9K 0.11% 89
2021
Q1 		$1.14M Buy
18,282
+531
+3% +$31.8K 0.12% 86
2020
Q4 		$1.09M Buy
17,751
+1,291
+8% +$77.6K 0.11% 83
2020
Q3 		$892K Buy
16,460
+1,940
+13% +$104K 0.08% 94
2020
Q2 		$753K Sell
14,520
-144
-1% -$8.01K 0.07% 95
2020
Q1 		$794K Buy
14,664
+339
+2% +$21.5K 0.09% 89
2019
Q4 		$913K Buy
14,325
+165
+1% +$10.2K 0.08% 91
2019
Q3 		$875K Buy
14,160
+206
+1% +$11.9K 0.1% 56
2019
Q2 		$771K Buy
13,954
+653
+5% +$35K 0.09% 39
2019
Q1 		$687K Buy
13,301
+526
+4% +$25.8K 0.08% 42
2018
Q4 		$561K Buy
12,775
+103
+0.8% +$4.68K 0.08% 44
2018
Q3 		$552K Buy
12,672
+1,555
+14% +$71.7K 0.09% 50
2018
Q2 		$514K Sell
11,117
-790
-7% -$35.4K 0.09% 50
2018
Q1 		$531K Buy
11,907
+438
+4% +$19.4K 0.1% 43
2017
Q4 		$551K Buy
+11,469
New +$584K 0.12% 35

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

Merit Financial Group's SO Position: Q2 2026 in Review

Merit Financial Group increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $1.07M and bringing the position to 114,295 shares worth $10.9M. The position accounts for 0.07% of the portfolio, ranked #243.

Merit Financial Group first reported a position in SO in Q4 2017 and has held it in 35 quarters since. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Merit Financial Group held 114,295 shares of Southern Company worth $10.9M as of Q2 2026.
  • Merit Financial Group bought 11,369 Southern Company shares in Q2 2026, an estimated $1.07M.
  • Southern Company made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #243 holding.
  • Merit Financial Group first reported a position in Southern Company in Q4 2017 and has held it in 35 quarters since.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.