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Olistico Wealth’s Southern Company SO Stock Holding History

Olistico 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 		$69.1K Hold
722
– – 0.03% 143
2026
Q1 		$69.7K Hold
722
– – 0.03% 142
2025
Q4 		$63K Buy
+722
New +$65.9K 0.03% 143
2025
Q3 		– Sell
-922
Closed -$84.7K – 300
2025
Q2 		$84.7K Buy
922
+200
+28% +$18K 0.05% 133
2025
Q1 		$66.4K Sell
722
-914
-56% -$79.1K 0.04% 145
2024
Q4 		$135K Buy
1,636
+36
+2% +$3.16K 0.08% 114
2024
Q3 		$144K Hold
1,600
– – 0.09% 109
2024
Q2 		$124K Buy
+1,600
New +$121K 0.08% 117

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

Olistico Wealth's SO Position: Q2 2026 in Review

Olistico Wealth held its Southern Company (SO) position steady in Q2 2026 at 722 shares worth $69.1K. The position accounts for 0.03% of the portfolio, ranked #143.

Olistico Wealth first reported a position in SO in Q2 2024 and has held it in 8 quarters since. The position peaked at $144K in Q3 2024. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Olistico Wealth held 722 shares of Southern Company worth $69.1K as of Q2 2026.
  • Olistico Wealth left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.03% of Olistico Wealth's portfolio in Q2 2026, its #143 holding.
  • Olistico Wealth first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Southern Company position peaked at $144K in Q3 2024.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.