Mission Wealth Management’s Southern Company SO Stock Holding History

Mission Wealth 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	$2.26M	Buy	23,627 +11,510	+95%	+$1.08M	0.03%	283
2026 Q1	$1.17M	Sell	12,117 -452	-4%	-$41.8K	0.02%	305
2025 Q4	$1.1M	Sell	12,569 -955	-7%	-$87.2K	0.02%	315
2025 Q3	$1.28M	Buy	13,524 +90	+0.7%	+$8.4K	0.03%	286
2025 Q2	$1.23M	Sell	13,434 -437	-3%	-$39.3K	0.03%	289
2025 Q1	$1.28M	Buy	13,871 +614	+5%	+$53.2K	0.03%	253
2024 Q4	$1.09M	Buy	13,257 +652	+5%	+$57.2K	0.03%	267
2024 Q3	$1.14M	Buy	12,605 +1,207	+11%	+$103K	0.03%	262
2024 Q2	$884K	Buy	11,398 +4,097	+56%	+$310K	0.02%	300
2024 Q1	$524K	Buy	7,301 +1,020	+16%	+$70.4K	0.01%	422
2023 Q4	$440K	Buy	6,281 +89	+1%	+$6.11K	0.01%	398
2023 Q3	$401K	Buy	6,192 +25	+0.4%	+$1.74K	0.01%	387
2023 Q2	$433K	Buy	6,167 +1,737	+39%	+$125K	0.02%	372
2023 Q1	$308K	Buy	4,430 +379	+9%	+$25.5K	0.01%	441
2022 Q4	$289K	Buy	4,051 +699	+21%	+$46.7K	0.01%	427
2022 Q3	$228K	Buy	+3,352	New	+$254K	0.01%	444
2021 Q4	–	Sell	-27,286	Closed	-$1.69M	–	549
2021 Q3	$1.69M	Buy	+27,286	New	+$1.76M	0.09%	121
2020 Q4	–	Sell	-3,900	Closed	-$211K	–	421
2020 Q3	$211K	Buy	+3,900	New	+$208K	0.02%	338
2020 Q2	–	Sell	-5,808	Closed	-$314K	–	343
2020 Q1	$314K	Buy	5,808 +66	+1%	+$4.18K	0.03%	206
2019 Q4	$366K	Buy	5,742 +24	+0.4%	+$1.49K	0.04%	219
2019 Q3	$353K	Sell	5,718 -367	-6%	-$21.3K	0.04%	208
2019 Q2	$336K	Buy	6,085 +1,045	+21%	+$55.9K	0.04%	222
2019 Q1	$260K	Sell	5,040 -95	-2%	-$4.66K	0.03%	255
2018 Q4	$226K	Buy	5,135 +13	+0.3%	+$591	0.03%	242
2018 Q3	$223K	Sell	5,122 -2,837	-36%	-$131K	0.03%	259
2018 Q2	$369K	Buy	7,959 +1,055	+15%	+$47.2K	0.05%	169
2018 Q1	$308K	Sell	6,904 -374	-5%	-$16.6K	0.05%	159
2017 Q4	$350K	Buy	7,278 +992	+16%	+$50.5K	0.06%	135
2017 Q3	$309K	Buy	6,286 +1	+0%	+$48	0.06%	136
2017 Q2	$301K	Buy	6,285 +233	+4%	+$11.7K	0.06%	128
2017 Q1	$301K	Buy	6,052 +157	+3%	+$7.76K	0.06%	129
2016 Q4	$290K	Buy	5,895 +299	+5%	+$14.7K	0.06%	132
2016 Q3	$287K	Buy	5,596 +114	+2%	+$6K	0.07%	122
2016 Q2	$294K	Buy	5,482 +100	+2%	+$5.03K	0.08%	113
2016 Q1	$278K	Sell	5,382 -1,500	-22%	-$73.1K	0.07%	113
2015 Q4	$322K	Hold	6,882	–	–	0.09%	98
2015 Q3	$308K	Buy	+6,882	New	+$302K	0.09%	95

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

Mission Wealth Management's SO Position: Q2 2026 in Review

Mission Wealth Management increased its Southern Company (SO) stake by 95% in Q2 2026, buying an estimated $1.08M and bringing the position to 23,627 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #283.

Mission Wealth Management first reported a position in SO in Q3 2015 and has held it in 37 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Mission Wealth Management held 23,627 shares of Southern Company worth $2.26M as of Q2 2026.
Mission Wealth Management bought 11,510 Southern Company shares in Q2 2026, an estimated $1.08M.
Southern Company made up 0.03% of Mission Wealth Management's portfolio in Q2 2026, its #283 holding.
Mission Wealth Management first reported a position in Southern Company in Q3 2015 and has held it in 37 quarters since.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.