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Optivise Advisory Services’s Southern Company SO Stock Holding History

Optivise Advisory Services’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 		$282K Buy
2,944
+379
+15% +$35.7K 0.14% 167
2026
Q1 		$248K Sell
2,565
-275
-10% -$25.4K 0.15% 155
2025
Q4 		$248K Buy
+2,840
New +$259K 0.14% 161

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

Optivise Advisory Services's SO Position: Q2 2026 in Review

Optivise Advisory Services increased its Southern Company (SO) stake by 15% in Q2 2026, buying an estimated $35.7K and bringing the position to 2,944 shares worth $282K. The position accounts for 0.14% of the portfolio, ranked #167.

Optivise Advisory Services first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 811 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Optivise Advisory Services held 2,944 shares of Southern Company worth $282K as of Q2 2026.
  • Optivise Advisory Services bought 379 Southern Company shares in Q2 2026, an estimated $35.7K.
  • Southern Company made up 0.14% of Optivise Advisory Services's portfolio in Q2 2026, its #167 holding.
  • Optivise Advisory Services first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 811 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.