Omni 360 Wealth’s Southern Company SO Stock Holding History

Omni 360 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	$385K	Hold	4,028	–	–	0.18%	95
2026 Q1	$389K	Hold	4,028	–	–	0.2%	92
2025 Q4	$356K	Buy	4,028 +400	+11%	+$36.5K	0.18%	98
2025 Q3	$344K	Hold	3,628	–	–	0.19%	93
2025 Q2	$333K	Hold	3,628	–	–	0.21%	89
2025 Q1	$334K	Sell	3,628 -20	-0.5%	-$1.73K	0.22%	80
2024 Q4	$300K	Sell	3,648 -282	-7%	-$24.7K	0.2%	88
2024 Q3	$354K	Hold	3,930	–	–	0.24%	82
2024 Q2	$305K	Buy	3,930 +20	+0.5%	+$1.52K	0.23%	87
2024 Q1	$280K	Sell	3,910 -76	-2%	-$5.25K	0.23%	88
2023 Q4	$279K	Buy	+3,986	New	+$274K	0.26%	79

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

Omni 360 Wealth's SO Position: Q2 2026 in Review

Omni 360 Wealth held its Southern Company (SO) position steady in Q2 2026 at 4,028 shares worth $385K. The position accounts for 0.18% of the portfolio, ranked #95.

Omni 360 Wealth first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $389K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Omni 360 Wealth held 4,028 shares of Southern Company worth $385K as of Q2 2026.
Omni 360 Wealth left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.18% of Omni 360 Wealth's portfolio in Q2 2026, its #95 holding.
Omni 360 Wealth first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Omni 360 Wealth's Southern Company position peaked at $389K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.