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Pacifica Partners’s Southern Company SO Stock Holding History

Pacifica Partners’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 		$56.8K Hold
580
– – 0.02% 185
2026
Q1 		$56K Hold
580
– – 0.02% 192
2025
Q4 		$50.6K Hold
580
– – 0.02% 181
2025
Q3 		$55K Buy
580
+435
+300% +$40.6K 0.02% 193
2025
Q2 		$13.2K Buy
+145
New +$13K 0.01% 311

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

Pacifica Partners's SO Position: Q2 2026 in Review

Pacifica Partners held its Southern Company (SO) position steady in Q2 2026 at 580 shares worth $56.8K. The position accounts for 0.02% of the portfolio, ranked #185.

Pacifica Partners first reported a position in SO in Q2 2025 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Pacifica Partners held 580 shares of Southern Company worth $56.8K as of Q2 2026.
  • Pacifica Partners left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.02% of Pacifica Partners's portfolio in Q2 2026, its #185 holding.
  • Pacifica Partners first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.