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Patriot Financial Group Insurance Agency’s Southern Company SO Stock Holding History

Patriot Financial Group Insurance Agency’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 		$952K Buy
9,943
+3,787
+62% +$357K 0.1% 231
2026
Q1 		$594K Buy
+6,156
New +$569K 0.03% 398
2023
Q2 		– Sell
-2,992
Closed -$208K – 487
2023
Q1 		$208K Buy
2,992
+43
+1% +$2.9K 0.04% 415
2022
Q4 		$211K Buy
2,949
+4
+0.1% +$267 0.03% 388
2022
Q3 		$200K Buy
2,945
+2
+0.1% +$152 0.05% 368
2022
Q2 		$210K Sell
2,943
-104
-3% -$7.64K 0.04% 367
2022
Q1 		$221K Buy
3,047
+251
+9% +$17K 0.04% 394
2021
Q4 		$192K Buy
2,796
+2
+0.1% +$128 0.03% 455
2021
Q3 		$173K Buy
2,794
+101
+4% +$6.5K 0.03% 481
2021
Q2 		$163K Buy
2,693
+2
+0.1% +$128 0.03% 477
2021
Q1 		$167K Buy
2,691
+1,732
+181% +$104K 0.04% 429
2020
Q4 		$59K Buy
959
+54
+6% +$3.25K 0.01% 645
2020
Q3 		$49K Buy
905
+7
+0.8% +$374 0.02% 543
2020
Q2 		$47K Sell
898
-54
-6% -$3K 0.02% 535
2020
Q1 		$52K Buy
952
+125
+15% +$7.92K 0.02% 446
2019
Q4 		$53K Buy
827
+110
+15% +$6.82K 0.02% 467
2019
Q3 		$44K Buy
717
+202
+39% +$11.7K 0.02% 463
2019
Q2 		$29K Sell
515
-17
-3% -$910 0.01% 547
2019
Q1 		$27K Buy
532
+190
+56% +$9.31K 0.01% 491
2018
Q4 		$15K Hold
342
– – 0.01% 535
2018
Q3 		$15K Buy
+342
New +$15.8K 0.01% 547
2018
Q2 		– Sell
-911
Closed -$40K – 881
2018
Q1 		$40K Sell
911
-220
-19% -$9.77K 0.03% 354
2017
Q4 		$54K Sell
1,131
-150
-12% -$7.64K 0.04% 284
2017
Q3 		$64K Sell
1,281
-100
-7% -$4.85K 0.06% 226
2017
Q2 		$65K Sell
1,381
-33
-2% -$1.65K 0.07% 209
2017
Q1 		$71K Hold
1,414
– – 0.07% 183
2016
Q4 		$69K Buy
+1,414
New +$69.5K 0.09% 180

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SO Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency increased its Southern Company (SO) stake by 62% in Q2 2026, buying an estimated $357K and bringing the position to 9,943 shares worth $952K. The position accounts for 0.1% of the portfolio, ranked #231.

Patriot Financial Group Insurance Agency first reported a position in SO in Q4 2016 and has held it in 27 quarters since. 1,225 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 9,943 shares of Southern Company worth $952K as of Q2 2026.
  • Patriot Financial Group Insurance Agency bought 3,787 Southern Company shares in Q2 2026, an estimated $357K.
  • Southern Company made up 0.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #231 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Southern Company in Q4 2016 and has held it in 27 quarters since.
  • 1,225 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.