Paragon Private Wealth Management’s Southern Company SO Stock Holding History

Paragon Private 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	$777K	Buy	8,121 +1,538	+23%	+$145K	0.2%	118
2026 Q1	$635K	Buy	6,583 +853	+15%	+$78.9K	0.2%	123
2025 Q4	$500K	Sell	5,730 -333	-5%	-$30.4K	0.15%	140
2025 Q3	$575K	Buy	6,063 +1,723	+40%	+$161K	0.19%	130
2025 Q2	$399K	Buy	4,340 +1,309	+43%	+$118K	0.16%	144
2025 Q1	$279K	Buy	+3,031	New	+$262K	0.13%	156

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

Paragon Private Wealth Management's SO Position: Q2 2026 in Review

Paragon Private Wealth Management increased its Southern Company (SO) stake by 23% in Q2 2026, buying an estimated $145K and bringing the position to 8,121 shares worth $777K. The position accounts for 0.2% of the portfolio, ranked #118.

Paragon Private Wealth Management first reported a position in SO in Q1 2025 and has held it in 6 quarters since. 1,110 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Paragon Private Wealth Management held 8,121 shares of Southern Company worth $777K as of Q2 2026.
Paragon Private Wealth Management bought 1,538 Southern Company shares in Q2 2026, an estimated $145K.
Southern Company made up 0.2% of Paragon Private Wealth Management's portfolio in Q2 2026, its #118 holding.
Paragon Private Wealth Management first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
1,110 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.