Park Avenue Securities’s Southern Company SO Stock Holding History

Park Avenue Securities’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	$4.15M	Buy	43,388 +1,536	+4%	+$145K	0.03%	431
2026 Q1	$4.04M	Buy	41,852 +1,688	+4%	+$156K	0.03%	361
2025 Q4	$3.5M	Sell	40,164 -5,023	-11%	-$459K	0.03%	371
2025 Q3	$4.28M	Buy	45,187 +555	+1%	+$51.8K	0.03%	357
2025 Q2	$4.1M	Buy	+44,632	New	+$4.01M	0.04%	313
2025 Q1	–	Sell	-41,401	Closed	-$3.41M	–	1482
2024 Q4	$3.41M	Sell	41,401 -12,663	-23%	-$1.11M	0.04%	325
2024 Q3	$4.88M	Sell	54,064 -3,150	-6%	-$269K	0.05%	222
2024 Q2	$4.44M	Buy	57,214 +1,045	+2%	+$79.2K	0.05%	229
2024 Q1	$4.03M	Buy	56,169 +18,472	+49%	+$1.28M	0.05%	235
2023 Q4	$2.64M	Buy	37,697 +241	+0.6%	+$16.6K	0.04%	299
2023 Q3	$2.42M	Buy	37,456 +13,873	+59%	+$963K	0.04%	285
2023 Q2	$1.66M	Sell	23,583 -164	-0.7%	-$11.8K	0.03%	369
2023 Q1	$1.65M	Sell	23,747 -923	-4%	-$62.1K	0.03%	336
2022 Q4	$1.76M	Buy	24,670 +5,010	+25%	+$335K	0.03%	339
2022 Q3	$1.34M	Buy	19,660 +1,723	+10%	+$131K	0.03%	363
2022 Q2	$1.28M	Buy	17,937 +1,392	+8%	+$102K	0.02%	383
2022 Q1	$1.2M	Buy	16,545 +342	+2%	+$23.2K	0.02%	414
2021 Q4	$1.11M	Buy	16,203 +899	+6%	+$57.3K	0.02%	426
2021 Q3	$948K	Buy	15,304 +371	+2%	+$23.9K	0.02%	435
2021 Q2	$904K	Sell	14,933 -1,881	-11%	-$120K	0.02%	431
2021 Q1	$1.04M	Sell	16,814 -1,896	-10%	-$114K	0.03%	330
2020 Q4	$1.15M	Buy	18,710 +793	+4%	+$47.7K	0.03%	259
2020 Q3	$971K	Buy	17,917 +450	+3%	+$24.1K	0.03%	239
2020 Q2	$906K	Buy	+17,467	New	+$971K	0.03%	207
2020 Q1	–	Sell	-17,259	Closed	-$1.1M	–	556
2019 Q4	$1.1M	Buy	17,259 +8,119	+89%	+$503K	0.05%	164
2019 Q3	$565K	Buy	+9,140	New	+$530K	0.03%	231
2019 Q2	–	Sell	-9,924	Closed	-$510K	–	442
2019 Q1	$510K	Buy	+9,924	New	+$486K	0.03%	219

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

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

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park Avenue Securities's SO Position: Q2 2026 in Review

Park Avenue Securities increased its Southern Company (SO) stake by 3.7% in Q2 2026, buying an estimated $145K and bringing the position to 43,388 shares worth $4.15M. The position accounts for 0.03% of the portfolio, ranked #431.

Park Avenue Securities first reported a position in SO in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.88M in Q3 2024. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Park Avenue Securities held 43,388 shares of Southern Company worth $4.15M as of Q2 2026.
Park Avenue Securities bought 1,536 Southern Company shares in Q2 2026, an estimated $145K.
Southern Company made up 0.03% of Park Avenue Securities's portfolio in Q2 2026, its #431 holding.
Park Avenue Securities first reported a position in Southern Company in Q1 2019 and has held it in 27 quarters since.
Park Avenue Securities's Southern Company position peaked at $4.88M in Q3 2024.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.