MWP
SO icon

Meriwether Wealth & Planning’s Southern Company SO Stock Holding History

Meriwether Wealth & Planning’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 		$260K Buy
2,712
+50
+2% +$4.71K 0.13% 101
2026
Q1 		$257K Buy
2,662
+20
+0.8% +$1.85K 0.14% 102
2025
Q4 		$230K Buy
2,642
+15
+0.6% +$1.37K 0.13% 109
2025
Q3 		$249K Buy
2,627
+85
+3% +$7.93K 0.14% 103
2025
Q2 		$233K Hold
2,542
– – 0.15% 107
2025
Q1 		$234K Hold
2,542
– – 0.15% 104
2024
Q4 		$209K Buy
+2,542
New +$223K 0.15% 111

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

Meriwether Wealth & Planning's SO Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Southern Company (SO) stake by 1.9% in Q2 2026, buying an estimated $4.71K and bringing the position to 2,712 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #101.

Meriwether Wealth & Planning first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Meriwether Wealth & Planning held 2,712 shares of Southern Company worth $260K as of Q2 2026.
  • Meriwether Wealth & Planning bought 50 Southern Company shares in Q2 2026, an estimated $4.71K.
  • Southern Company made up 0.13% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #101 holding.
  • Meriwether Wealth & Planning first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.