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Miller Wealth Advisors’s Southern Company SO Stock Holding History

Miller Wealth Advisors’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 		$57.6K Buy
650
+400
+160% +$37.7K 0.02% 35
2026
Q1 		$24.1K Hold
250
– – 0.01% 50
2025
Q4 		$21.8K Hold
250
– – 0.01% 53
2025
Q3 		$23.7K Hold
250
– – 0.01% 52
2025
Q2 		$23K Hold
250
– – 0.01% 46
2025
Q1 		$23K Hold
250
– – 0.01% 42
2024
Q4 		$20.6K Hold
250
– – 0.01% 41
2024
Q3 		$23.2K Hold
250
– – 0.01% 38
2024
Q2 		$19.4K Hold
250
– – 0.01% 43
2024
Q1 		$17.9K Hold
250
– – 0.01% 44
2023
Q4 		$17.5K Hold
250
– – 0.01% 41
2023
Q3 		$16.2K Hold
250
– – 0.01% 39
2023
Q2 		$17.6K Buy
250
+150
+150% +$10.8K 0.01% 38
2023
Q1 		$34K Sell
100
-400
-80% -$26.9K 0.17% 24
2022
Q4 		$36K Buy
500
+200
+67% +$13.4K 0.03% 34
2022
Q3 		$21K Hold
300
– – 0.02% 56
2022
Q2 		$21K Hold
300
– – 0.02% 46
2022
Q1 		$22K Hold
300
– – 0.01% 48
2021
Q4 		$21K Buy
+300
New +$19.1K 0.01% 47

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

Miller Wealth Advisors's SO Position: Q2 2026 in Review

Miller Wealth Advisors increased its Southern Company (SO) stake by 160% in Q2 2026, buying an estimated $37.7K and bringing the position to 650 shares worth $57.6K. The position accounts for 0.02% of the portfolio, ranked #35.

Miller Wealth Advisors first reported a position in SO in Q4 2021 and has held it in 19 quarters since. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Miller Wealth Advisors held 650 shares of Southern Company worth $57.6K as of Q2 2026.
  • Miller Wealth Advisors bought 400 Southern Company shares in Q2 2026, an estimated $37.7K.
  • Southern Company made up 0.02% of Miller Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Miller Wealth Advisors first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.