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Pacific Wealth Strategies Group’s Southern Company SO Stock Holding History

Pacific Wealth Strategies Group’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 		$1.81M Buy
18,912
+2,826
+18% +$266K 1.04% 30
2026
Q1 		$1.55M Sell
16,086
-663
-4% -$61.3K 0.97% 26
2025
Q4 		$1.46M Sell
16,749
-348
-2% -$31.8K 0.83% 25
2025
Q3 		$1.62M Sell
17,097
-404
-2% -$37.7K 0.99% 21
2025
Q2 		$1.65M Sell
17,501
-2,112
-11% -$190K 1.08% 20
2025
Q1 		$1.8M Buy
19,613
+480
+3% +$41.6K 1.34% 16
2024
Q4 		$1.58M Buy
19,133
+846
+5% +$74.2K 1.1% 22
2024
Q3 		$1.65M Buy
18,287
+743
+4% +$63.5K 1.22% 22
2024
Q2 		$1.36M Buy
17,544
+590
+3% +$44.7K 1.12% 25
2024
Q1 		$1.22M Buy
16,954
+953
+6% +$65.8K 1.01% 28
2023
Q4 		$1.12M Sell
16,001
-305
-2% -$20.9K 1.07% 28
2023
Q3 		$1.06M Buy
16,306
+7,005
+75% +$486K 1.11% 28
2023
Q2 		$653K Buy
9,301
+800
+9% +$57.4K 0.67% 34
2023
Q1 		$592K Buy
8,501
+3,374
+66% +$227K 0.68% 34
2022
Q4 		$366K Buy
+5,127
New +$343K 0.49% 34
2022
Q2 		– Sell
-5,106
Closed -$370K – 69
2022
Q1 		$370K Sell
5,106
-5,162
-50% -$350K 0.16% 62
2021
Q4 		$704K Buy
10,268
+595
+6% +$37.9K 0.25% 59
2021
Q3 		$599K Buy
9,673
+256
+3% +$16.5K 0.22% 66
2021
Q2 		$570K Sell
9,417
-101
-1% -$6.46K 0.22% 67
2021
Q1 		$592K Sell
9,518
-1,269
-12% -$76K 0.25% 66
2020
Q4 		$664K Sell
10,787
-1,220
-10% -$73.3K 0.29% 61
2020
Q3 		$651K Sell
12,007
-2,003
-14% -$107K 0.34% 55
2020
Q2 		$726K Buy
14,010
+4,518
+48% +$251K 0.4% 55
2020
Q1 		$514K Buy
9,492
+5,756
+154% +$365K 0.35% 63
2019
Q4 		$238K Buy
3,736
+212
+6% +$13.1K 0.13% 79
2019
Q3 		$218K Sell
3,524
-2,263
-39% -$131K 0.13% 79
2019
Q2 		$320K Hold
5,787
– – 0.2% 75
2019
Q1 		$299K Buy
5,787
+107
+2% +$5.24K 0.19% 76
2018
Q4 		$249K Sell
5,680
-538
-9% -$24.5K 0.18% 77
2018
Q3 		$271K Sell
6,218
-161
-3% -$7.42K 0.17% 76
2018
Q2 		$295K Sell
6,379
-210
-3% -$9.4K 0.2% 74
2018
Q1 		$294K Buy
6,589
+112
+2% +$4.97K 0.21% 76
2017
Q4 		$311K Buy
6,477
+602
+10% +$30.7K 0.22% 75
2017
Q3 		$289K Buy
5,875
+130
+2% +$6.3K 0.23% 71
2017
Q2 		$275K Sell
5,745
-404
-7% -$20.3K 0.23% 68
2017
Q1 		$306K Buy
6,149
+804
+15% +$39.7K 0.27% 66
2016
Q4 		$263K Buy
+5,345
New +$263K 0.26% 63

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Pacific Wealth Strategies Group's SO Position: Q2 2026 in Review

Pacific Wealth Strategies Group increased its Southern Company (SO) stake by 18% in Q2 2026, buying an estimated $266K and bringing the position to 18,912 shares worth $1.81M. The position accounts for 1.04% of the portfolio, ranked #30.

Pacific Wealth Strategies Group first reported a position in SO in Q4 2016 and has held it in 37 quarters since. 484 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Pacific Wealth Strategies Group held 18,912 shares of Southern Company worth $1.81M as of Q2 2026.
  • Pacific Wealth Strategies Group bought 2,826 Southern Company shares in Q2 2026, an estimated $266K.
  • Southern Company made up 1.04% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #30 holding.
  • Pacific Wealth Strategies Group first reported a position in Southern Company in Q4 2016 and has held it in 37 quarters since.
  • 484 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.