Miracle Mile Advisors’s Southern Company SO Stock Holding History

Miracle Mile 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	$2.1M	Buy	21,889 +5	+0%	+$471	0.02%	316
2026 Q1	$2.11M	Buy	21,884 +2,255	+11%	+$209K	0.03%	295
2025 Q4	$1.71M	Sell	19,629 -225	-1%	-$20.5K	0.02%	328
2025 Q3	$1.88M	Buy	19,854 +4,554	+30%	+$425K	0.03%	302
2025 Q2	$1.4M	Sell	15,300 -628	-4%	-$56.4K	0.02%	307
2025 Q1	$1.46M	Buy	15,928 +110	+0.7%	+$9.52K	0.03%	264
2024 Q4	$1.3M	Buy	15,818 +952	+6%	+$83.5K	0.03%	293
2024 Q3	$1.34M	Buy	14,866 +100	+0.7%	+$8.54K	0.03%	233
2024 Q2	$1.15M	Sell	14,766 -105	-0.7%	-$7.96K	0.03%	238
2024 Q1	$1.07M	Buy	14,871 +11,243	+310%	+$776K	0.03%	260
2023 Q4	$254K	Sell	3,628 -40	-1%	-$2.75K	0.01%	415
2023 Q3	$237K	Sell	3,668 -99	-3%	-$6.87K	0.01%	429
2023 Q2	$265K	Buy	3,767 +19	+0.5%	+$1.36K	0.01%	435
2023 Q1	$261K	Buy	+3,748	New	+$252K	0.01%	445

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

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

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Miracle Mile Advisors's SO Position: Q2 2026 in Review

Miracle Mile Advisors increased its Southern Company (SO) stake by 0.02% in Q2 2026, buying an estimated $471 and bringing the position to 21,889 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #316.

Miracle Mile Advisors first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.11M in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Miracle Mile Advisors held 21,889 shares of Southern Company worth $2.1M as of Q2 2026.
Miracle Mile Advisors bought 5 Southern Company shares in Q2 2026, an estimated $471.
Southern Company made up 0.02% of Miracle Mile Advisors's portfolio in Q2 2026, its #316 holding.
Miracle Mile Advisors first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
Miracle Mile Advisors's Southern Company position peaked at $2.11M in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.