Opinicus Capital’s Southern Company SO Stock Holding History

Opinicus Capital’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	$209K	Buy	2,183 +18	+0.8%	+$1.7K	0.11%	102
2026 Q1	$209K	Sell	2,165 -266	-11%	-$24.6K	0.15%	94
2025 Q4	$212K	Buy	2,431 +21	+0.9%	+$1.92K	0.15%	96
2025 Q3	$228K	Sell	2,410 -92	-4%	-$8.59K	0.16%	101
2025 Q2	$230K	Buy	2,502 +21	+0.8%	+$1.89K	0.17%	98
2025 Q1	$228K	Sell	2,481 -221	-8%	-$19.1K	0.2%	92
2024 Q4	$222K	Buy	2,702 +6	+0.2%	+$526	0.19%	89
2024 Q3	$243K	Sell	2,696 -116	-4%	-$9.91K	0.19%	94
2024 Q2	$218K	Buy	+2,812	New	+$213K	0.18%	92

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Opinicus Capital's SO Position: Q2 2026 in Review

Opinicus Capital increased its Southern Company (SO) stake by 0.83% in Q2 2026, buying an estimated $1.7K and bringing the position to 2,183 shares worth $209K. The position accounts for 0.11% of the portfolio, ranked #102.

Opinicus Capital first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $243K in Q3 2024. 1,073 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Opinicus Capital held 2,183 shares of Southern Company worth $209K as of Q2 2026.
Opinicus Capital bought 18 Southern Company shares in Q2 2026, an estimated $1.7K.
Southern Company made up 0.11% of Opinicus Capital's portfolio in Q2 2026, its #102 holding.
Opinicus Capital first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Opinicus Capital's Southern Company position peaked at $243K in Q3 2024.
1,073 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Opinicus Capital's 13F filing for Q2 2026, filed 27 Jul 2026.