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Mesirow Financial Investment Management’s Southern Company SO Stock Holding History

Mesirow Financial Investment 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 		$1.4M Buy
14,586
+822
+6% +$77.4K 0.02% 245
2026
Q1 		$1.33M Buy
13,764
+3,005
+28% +$278K 0.02% 242
2025
Q4 		$938K Sell
10,759
-2,736
-20% -$250K 0.02% 247
2025
Q3 		$1.28M Sell
13,495
-381
-3% -$35.6K 0.02% 241
2025
Q2 		$1.27M Buy
13,876
+329
+2% +$29.5K 0.02% 238
2025
Q1 		$1.25M Sell
13,547
-114
-0.8% -$9.87K 0.02% 241
2024
Q4 		$1.12M Sell
13,661
-49
-0.4% -$4.3K 0.02% 250
2024
Q3 		$1.24M Buy
13,710
+1,157
+9% +$98.8K 0.02% 240
2024
Q2 		$974K Buy
12,553
+143
+1% +$10.8K 0.02% 251
2024
Q1 		$890K Buy
12,410
+710
+6% +$49K 0.02% 266
2023
Q4 		$820K Buy
+11,700
New +$803K 0.03% 246

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

Mesirow Financial Investment Management's SO Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Southern Company (SO) stake by 6% in Q2 2026, buying an estimated $77.4K and bringing the position to 14,586 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #245.

Mesirow Financial Investment Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 831 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Mesirow Financial Investment Management held 14,586 shares of Southern Company worth $1.4M as of Q2 2026.
  • Mesirow Financial Investment Management bought 822 Southern Company shares in Q2 2026, an estimated $77.4K.
  • Southern Company made up 0.02% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #245 holding.
  • Mesirow Financial Investment Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 831 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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