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Octavia Wealth Advisors’s Southern Company SO Stock Holding History

Octavia Wealth Advisors’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 		$256K Sell
2,673
-139
-5% -$13.1K 0.02% 193
2026
Q1 		$271K Sell
2,812
-14
-0.5% -$1.29K 0.03% 194
2025
Q4 		$245K Sell
2,826
-249
-8% -$22.7K 0.02% 209
2025
Q3 		$291K Buy
3,075
+391
+15% +$36.5K 0.03% 199
2025
Q2 		$246K Sell
2,684
-208
-7% -$18.7K 0.03% 194
2025
Q1 		$266K Hold
2,892
– – 0.03% 181
2024
Q4 		$238K Sell
2,892
-258
-8% -$22.6K 0.03% 198
2024
Q3 		$284K Buy
3,150
+3
+0.1% +$256 0.04% 174
2024
Q2 		$244K Buy
3,147
+90
+3% +$6.82K 0.03% 191
2024
Q1 		$219K Sell
3,057
-347
-10% -$24K 0.03% 199
2023
Q4 		$239K Sell
3,404
-258
-7% -$17.7K 0.04% 197
2023
Q3 		$237K Buy
3,662
+331
+10% +$23K 0.05% 175
2023
Q2 		$234K Buy
3,331
+103
+3% +$7.39K 0.05% 170
2023
Q1 		$225K Buy
3,228
+78
+2% +$5.25K 0.05% 167
2022
Q4 		$225K Buy
3,150
+68
+2% +$4.55K 0.06% 165
2022
Q3 		$210K Buy
3,082
+148
+5% +$11.2K 0.06% 161
2022
Q2 		$209K Sell
2,934
-757
-21% -$55.6K 0.05% 163
2022
Q1 		$268K Buy
3,691
+45
+1% +$3.05K 0.06% 153
2021
Q4 		$250K Buy
3,646
+208
+6% +$13.3K 0.05% 172
2021
Q3 		$212K Buy
+3,438
New +$221K 0.05% 172
2021
Q2 		– Sell
-3,702
Closed -$230K – 174
2021
Q1 		$230K Buy
3,702
+79
+2% +$4.73K 0.07% 153
2020
Q4 		$223K Buy
+3,623
New +$218K 0.07% 144

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

Octavia Wealth Advisors's SO Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Southern Company (SO) stake by 4.9% in Q2 2026, selling an estimated $13.1K and leaving 2,673 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #193.

Octavia Wealth Advisors first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $291K in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Octavia Wealth Advisors held 2,673 shares of Southern Company worth $256K as of Q2 2026.
  • Octavia Wealth Advisors sold 139 Southern Company shares in Q2 2026, an estimated $13.1K.
  • Southern Company made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Octavia Wealth Advisors first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Octavia Wealth Advisors's Southern Company position peaked at $291K in Q3 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.