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Monument Capital Management’s Southern Company SO Stock Holding History

Monument Capital 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 		$923K Buy
+9,647
New +$908K 0.19% 116
2026
Q1 		– Sell
-4,019
Closed -$350K – 242
2025
Q4 		$350K Hold
4,019
– – 0.09% 165
2025
Q3 		$381K Sell
4,019
-40
-1% -$3.73K 0.1% 157
2025
Q2 		$373K Buy
+4,059
New +$365K 0.1% 146
2022
Q3 		– Sell
-3,109
Closed -$222K – 160
2022
Q2 		$222K Sell
3,109
-111
-3% -$8.15K 0.08% 141
2022
Q1 		$234K Buy
+3,220
New +$218K 0.08% 125
2020
Q3 		– Sell
-44,220
Closed -$2.29M – 99
2020
Q2 		$2.29M Sell
44,220
-1,848
-4% -$103K 1.35% 30
2020
Q1 		$2.49M Sell
46,068
-895
-2% -$56.7K 1.79% 14
2019
Q4 		$2.99M Sell
46,963
-170
-0.4% -$10.5K 1.53% 15
2019
Q3 		$2.91M Sell
47,133
-2,019
-4% -$117K 1.58% 13
2019
Q2 		$2.7M Buy
49,152
+519
+1% +$27.8K 1.45% 18
2019
Q1 		$2.51M Sell
48,633
-1,161
-2% -$56.9K 1.43% 23
2018
Q4 		$2.19M Buy
49,794
+1,563
+3% +$71.1K 1.37% 29
2018
Q3 		$2.1M Buy
48,231
+5,668
+13% +$261K 1.18% 44
2018
Q2 		$1.97M Sell
42,563
-1,042
-2% -$46.6K 1.37% 29
2018
Q1 		$1.93M Buy
43,605
+7,959
+22% +$353K 1.32% 42
2017
Q4 		$1.71M Buy
+35,646
New +$1.82M 1.21% 43

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Monument Capital Management's SO Position: Q2 2026 in Review

Monument Capital Management opened a new position in Southern Company (SO) in Q2 2026: 9,647 shares worth $923K. The stake represents 0.19% of the portfolio and ranks #116 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in SO as recently as Q4 2025.

Monument Capital Management first reported a position in SO in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.99M in Q4 2019. 1,132 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Monument Capital Management held 9,647 shares of Southern Company worth $923K as of Q2 2026.
  • Southern Company was a new Monument Capital Management position in Q2 2026.
  • Southern Company made up 0.19% of Monument Capital Management's portfolio in Q2 2026, its #116 holding.
  • Monument Capital Management first reported a position in Southern Company in Q4 2017 and has held it in 17 quarters since.
  • Monument Capital Management's Southern Company position peaked at $2.99M in Q4 2019.
  • 1,132 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.