Morton Brown Family Wealth’s Southern Company SO Stock Holding History

Morton Brown Family Wealth’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	$30.1K	Hold	314	–	–	0.01%	143
2026 Q1	$30.3K	Hold	314	–	–	0.01%	134
2025 Q4	$27.4K	Hold	314	–	–	0.01%	135
2025 Q3	$29.8K	Hold	314	–	–	0.01%	126
2025 Q2	$28.8K	Hold	314	–	–	0.01%	130
2025 Q1	$28.9K	Hold	314	–	–	0.01%	131
2024 Q4	$25.8K	Hold	314	–	–	0.01%	129
2024 Q3	$28.3K	Hold	314	–	–	0.01%	120
2024 Q2	$25.5K	Hold	314	–	–	0.01%	118
2024 Q1	$22.5K	Hold	314	–	–	0.01%	116
2023 Q4	$22K	Hold	314	–	–	0.01%	134
2023 Q3	$20.3K	Hold	314	–	–	0.01%	106
2023 Q2	$22.1K	Hold	314	–	–	0.01%	100
2023 Q1	$21.8K	Buy	+314	New	+$21.1K	0.01%	102
2022 Q4	–	Sell	-89	Closed	-$6K	–	215
2022 Q3	$6K	Buy	89 +32	+56%	+$2.42K	﹤0.01%	137
2022 Q2	$4K	Buy	+57	New	+$4.18K	﹤0.01%	169

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

Morton Brown Family Wealth's SO Position: Q2 2026 in Review

Morton Brown Family Wealth held its Southern Company (SO) position steady in Q2 2026 at 314 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #143.

Morton Brown Family Wealth first reported a position in SO in Q2 2022 and has held it in 16 quarters since. The position peaked at $30.3K in Q1 2026. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Morton Brown Family Wealth held 314 shares of Southern Company worth $30.1K as of Q2 2026.
Morton Brown Family Wealth left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #143 holding.
Morton Brown Family Wealth first reported a position in Southern Company in Q2 2022 and has held it in 16 quarters since.
Morton Brown Family Wealth's Southern Company position peaked at $30.3K in Q1 2026.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.