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Mirador Capital Partners’s Southern Company SO Stock Holding History

Mirador Capital Partners’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 		$590K Sell
6,160
-101
-2% -$9.51K 0.07% 141
2026
Q1 		$604K Buy
6,261
+43
+0.7% +$3.98K 0.09% 130
2025
Q4 		$542K Sell
6,218
-15
-0.2% -$1.37K 0.07% 141
2025
Q3 		$591K Sell
6,233
-87
-1% -$8.12K 0.08% 133
2025
Q2 		$580K Buy
6,320
+376
+6% +$33.8K 0.09% 126
2025
Q1 		$547K Buy
5,944
+260
+5% +$22.5K 0.1% 130
2024
Q4 		$468K Buy
5,684
+163
+3% +$14.3K 0.08% 130
2024
Q3 		$498K Buy
5,521
+157
+3% +$13.4K 0.09% 126
2024
Q2 		$416K Buy
5,364
+64
+1% +$4.85K 0.08% 130
2024
Q1 		$380K Buy
5,300
+327
+7% +$22.6K 0.07% 142
2023
Q4 		$349K Buy
4,973
+180
+4% +$12.4K 0.07% 136
2023
Q3 		$310K Buy
4,793
+266
+6% +$18.5K 0.07% 146
2023
Q2 		$318K Sell
4,527
-32
-0.7% -$2.29K 0.08% 151
2023
Q1 		$317K Buy
4,559
+106
+2% +$7.14K 0.08% 146
2022
Q4 		$318K Buy
4,453
+292
+7% +$19.5K 0.08% 147
2022
Q3 		$283K Sell
4,161
-32
-0.8% -$2.42K 0.07% 165
2022
Q2 		$299K Buy
4,193
+256
+7% +$18.8K 0.07% 161
2022
Q1 		$285K Buy
3,937
+732
+23% +$49.6K 0.06% 180
2021
Q4 		$220K Buy
+3,205
New +$204K 0.05% 199

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

Mirador Capital Partners's SO Position: Q2 2026 in Review

Mirador Capital Partners reduced its Southern Company (SO) stake by 1.6% in Q2 2026, selling an estimated $9.51K and leaving 6,160 shares worth $590K. The position accounts for 0.07% of the portfolio, ranked #141.

Mirador Capital Partners first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $604K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Mirador Capital Partners held 6,160 shares of Southern Company worth $590K as of Q2 2026.
  • Mirador Capital Partners sold 101 Southern Company shares in Q2 2026, an estimated $9.51K.
  • Southern Company made up 0.07% of Mirador Capital Partners's portfolio in Q2 2026, its #141 holding.
  • Mirador Capital Partners first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Mirador Capital Partners's Southern Company position peaked at $604K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.