Mraz Amerine & Associates’s Southern Company SO Stock Holding History

Mraz Amerine & Associates’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	$267K	Hold	2,792	–	–	0.04%	151
2026 Q1	$269K	Sell	2,792 -4,098	-59%	-$379K	0.04%	146
2025 Q4	$601K	Hold	6,890	–	–	0.09%	111
2025 Q3	$653K	Hold	6,890	–	–	0.1%	112
2025 Q2	$633K	Hold	6,890	–	–	0.1%	109
2025 Q1	$628K	Hold	6,890	–	–	0.11%	101
2024 Q4	$567K	Hold	6,890	–	–	0.1%	103
2024 Q3	$621K	Hold	6,890	–	–	0.11%	103
2024 Q2	$534K	Hold	6,890	–	–	0.11%	112
2024 Q1	$494K	Hold	6,890	–	–	0.09%	117
2023 Q4	$483K	Hold	6,890	–	–	0.1%	117
2023 Q3	$446K	Hold	6,890	–	–	0.1%	112
2023 Q2	$484K	Hold	6,890	–	–	0.11%	107
2023 Q1	$479K	Hold	6,890	–	–	0.12%	105
2022 Q4	$492K	Hold	6,890	–	–	0.12%	102
2022 Q3	$469K	Hold	6,890	–	–	0.13%	100
2022 Q2	$491K	Hold	6,890	–	–	0.13%	99
2022 Q1	$500K	Hold	6,890	–	–	0.12%	104
2021 Q4	$473K	Hold	6,890	–	–	0.12%	104
2021 Q3	$427K	Hold	6,890	–	–	0.12%	112
2021 Q2	$417K	Hold	6,890	–	–	0.11%	112
2021 Q1	$428K	Hold	6,890	–	–	0.12%	103
2020 Q4	$423K	Hold	6,890	–	–	0.14%	94
2020 Q3	$374K	Hold	6,890	–	–	0.14%	85
2020 Q2	$357K	Hold	6,890	–	–	0.13%	87
2020 Q1	$373K	Hold	6,890	–	–	0.15%	78
2019 Q4	$439K	Hold	6,890	–	–	0.13%	93
2019 Q3	$426K	Hold	6,890	–	–	0.13%	95
2019 Q2	$381K	Hold	6,890	–	–	0.11%	107
2019 Q1	$356K	Sell	6,890 -2,413	-26%	-$118K	0.11%	113
2018 Q4	$409K	Buy	9,303 +837	+10%	+$38K	0.14%	98
2018 Q3	$369K	Hold	8,466	–	–	0.11%	114
2018 Q2	$392K	Sell	8,466 -14	-0.2%	-$627	0.12%	111
2018 Q1	$379K	Buy	8,480 +14	+0.2%	+$622	0.12%	106
2017 Q4	$407K	Hold	8,466	–	–	0.12%	104
2017 Q3	$416K	Hold	8,466	–	–	0.13%	99
2017 Q2	$405K	Hold	8,466	–	–	0.13%	105
2017 Q1	$422K	Hold	8,466	–	–	0.13%	102
2016 Q4	$416K	Hold	8,466	–	–	0.13%	102
2016 Q3	$434K	Hold	8,466	–	–	0.15%	95
2016 Q2	$454K	Hold	8,466	–	–	0.16%	90
2016 Q1	$438K	Hold	8,466	–	–	0.16%	86
2015 Q4	$396K	Hold	8,466	–	–	0.15%	92
2015 Q3	$378K	Hold	8,466	–	–	0.15%	92
2015 Q2	$355K	Hold	8,466	–	–	0.13%	102
2015 Q1	$375K	Hold	8,466	–	–	0.14%	96
2014 Q4	$416K	Hold	8,466	–	–	0.16%	93
2014 Q3	$370K	Hold	8,466	–	–	0.14%	101
2014 Q2	$384K	Hold	8,466	–	–	0.15%	94
2014 Q1	$372K	Hold	8,466	–	–	0.16%	90
2013 Q4	$348K	Hold	8,466	–	–	0.16%	91
2013 Q3	$349K	Hold	8,466	–	–	0.17%	85
2013 Q2	$374K	Buy	+8,466	New	+$389K	0.19%	76

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

Mraz Amerine & Associates's SO Position: Q2 2026 in Review

Mraz Amerine & Associates held its Southern Company (SO) position steady in Q2 2026 at 2,792 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #151.

Mraz Amerine & Associates first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $653K in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Mraz Amerine & Associates held 2,792 shares of Southern Company worth $267K as of Q2 2026.
Mraz Amerine & Associates left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.04% of Mraz Amerine & Associates's portfolio in Q2 2026, its #151 holding.
Mraz Amerine & Associates first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
Mraz Amerine & Associates's Southern Company position peaked at $653K in Q3 2025.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.