Orca Wealth Management’s Southern Company SO Stock Holding History

Orca Wealth Management’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	$429K	Hold	4,487	–	–	0.26%	54
2026 Q1	$433K	Hold	4,487	–	–	0.31%	53
2025 Q4	$402K	Hold	4,487	–	–	0.29%	51
2025 Q3	$425K	Hold	4,487	–	–	0.32%	52
2025 Q2	$412K	Buy	4,487 +7	+0.2%	+$629	0.35%	50
2025 Q1	$412K	Buy	4,480 +2	+0%	+$173	0.37%	49
2024 Q4	$369K	Buy	+4,478	New	+$393K	0.33%	49

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

Orca Wealth Management's SO Position: Q2 2026 in Review

Orca Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 4,487 shares worth $429K. The position accounts for 0.26% of the portfolio, ranked #54.

Orca Wealth Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $433K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Orca Wealth Management held 4,487 shares of Southern Company worth $429K as of Q2 2026.
Orca Wealth Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.26% of Orca Wealth Management's portfolio in Q2 2026, its #54 holding.
Orca Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Orca Wealth Management's Southern Company position peaked at $433K in Q1 2026.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.