Partners Wealth Management’s Southern Company SO Stock Holding History

Partners 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	$435K	Hold	4,549	–	–	0.43%	61
2026 Q1	$439K	Sell	4,549 -440	-9%	-$40.7K	0.45%	59
2025 Q4	$435K	Sell	4,989 -550	-10%	-$50.2K	0.45%	60
2025 Q3	$525K	Sell	5,539 -473	-8%	-$44.2K	0.52%	53
2025 Q2	$552K	Hold	6,012	–	–	0.63%	47
2025 Q1	$553K	Sell	6,012 -188	-3%	-$16.3K	0.63%	47
2024 Q4	$510K	Buy	+6,200	New	+$544K	0.58%	51

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

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

Partners Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 4,549 shares worth $435K. The position accounts for 0.43% of the portfolio, ranked #61.

Partners Wealth Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $553K in Q1 2025. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Partners Wealth Management held 4,549 shares of Southern Company worth $435K as of Q2 2026.
Partners Wealth Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.43% of Partners Wealth Management's portfolio in Q2 2026, its #61 holding.
Partners Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Southern Company position peaked at $553K in Q1 2025.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.