Patriot Investment Management Group’s Southern Company SO Stock Holding History

Patriot Investment Management Group’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	$408K	Hold	4,262	–	–	0.02%	180
2026 Q1	$411K	Hold	4,262	–	–	0.03%	174
2025 Q4	$372K	Buy	4,262 +912	+27%	+$83.3K	0.02%	182
2025 Q3	$317K	Sell	3,350 -59	-2%	-$5.51K	0.02%	197
2025 Q2	$313K	Buy	3,409 +210	+7%	+$18.9K	0.02%	196
2025 Q1	$294K	Sell	3,199 -61	-2%	-$5.28K	0.02%	193
2024 Q4	$268K	Sell	3,260 -850	-21%	-$74.6K	0.02%	205
2024 Q3	$371K	Hold	4,110	–	–	0.03%	182
2024 Q2	$319K	Sell	4,110 -567	-12%	-$43K	0.02%	197
2024 Q1	$336K	Buy	4,677 +334	+8%	+$23.1K	0.03%	196
2023 Q4	$305K	Sell	4,343 -407	-9%	-$27.9K	0.03%	199
2023 Q3	$307K	Sell	4,750 -42	-0.9%	-$2.92K	0.03%	196
2023 Q2	$337K	Buy	4,792 +5	+0.1%	+$359	0.03%	197
2023 Q1	$333K	Sell	4,787 -186	-4%	-$12.5K	0.03%	194
2022 Q4	$338K	Sell	4,973 -195	-4%	-$13K	0.03%	196
2022 Q3	$351K	Sell	5,168 -96	-2%	-$7.27K	0.04%	183
2022 Q2	$375K	Buy	5,264 +122	+2%	+$8.96K	0.04%	182
2022 Q1	$372K	Sell	5,142 -496	-9%	-$33.6K	0.03%	198
2021 Q4	$386K	Buy	5,638 +504	+10%	+$32.1K	0.03%	198
2021 Q3	$318K	Buy	5,134 +5	+0.1%	+$322	0.03%	207
2021 Q2	$310K	Sell	5,129 -6	-0.1%	-$384	0.03%	206
2021 Q1	$319K	Buy	5,135 +444	+9%	+$26.6K	0.03%	199
2020 Q4	$288K	Sell	4,691 -643	-12%	-$38.7K	0.04%	156
2020 Q3	$289K	Sell	5,334 -125	-2%	-$6.68K	0.03%	185
2020 Q2	$283K	Buy	5,459 +287	+6%	+$16K	0.04%	187
2020 Q1	$280K	Buy	5,172 +240	+5%	+$15.2K	0.04%	170
2019 Q4	$314K	Hold	4,932	–	–	0.04%	184
2019 Q3	$303K	Sell	4,932 -192	-4%	-$11.1K	0.04%	179
2019 Q2	$283K	Sell	5,124 -3	-0.1%	-$161	0.04%	184
2019 Q1	$264K	Buy	+5,127	New	+$251K	0.04%	185

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

Patriot Investment Management Group's SO Position: Q2 2026 in Review

Patriot Investment Management Group held its Southern Company (SO) position steady in Q2 2026 at 4,262 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #180.

Patriot Investment Management Group first reported a position in SO in Q1 2019 and has held it in 30 quarters since. The position peaked at $411K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Patriot Investment Management Group held 4,262 shares of Southern Company worth $408K as of Q2 2026.
Patriot Investment Management Group left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #180 holding.
Patriot Investment Management Group first reported a position in Southern Company in Q1 2019 and has held it in 30 quarters since.
Patriot Investment Management Group's Southern Company position peaked at $411K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.