Patton Fund Management’s Southern Company SO Stock Holding History

Patton Fund 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	–	Sell	-2,556	Closed	-$247K	–	411
2026 Q1	$247K	Hold	2,556	–	–	0.04%	294
2025 Q4	$223K	Buy	2,556 +121	+5%	+$11K	0.03%	327
2025 Q3	$231K	Hold	2,435	–	–	0.04%	336
2025 Q2	$224K	Buy	+2,435	New	+$219K	0.05%	360
2023 Q1	–	Sell	-3,038	Closed	-$217K	–	206
2022 Q4	$217K	Buy	+3,038	New	+$203K	0.06%	113

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

Patton Fund Management's SO Position: Q2 2026 in Review

Patton Fund Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,556 shares — an estimated $247K sold.

Patton Fund Management first reported a position in SO in Q4 2022 and held it in 5 quarters. The position peaked at $247K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Patton Fund Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 2,556 Southern Company shares in Q2 2026, an estimated $247K.
Patton Fund Management first reported a position in Southern Company in Q4 2022 and held it in 5 quarters.
Patton Fund Management's Southern Company position peaked at $247K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.