Peterson Wealth Services’s Southern Company SO Stock Holding History

Peterson Wealth Services’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	$3.45K	Buy	+36	New	+$3.39K	﹤0.01%	218

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Peterson Wealth Services's SO Position: Q2 2026 in Review

Peterson Wealth Services opened a new position in Southern Company (SO) in Q2 2026: 36 shares worth $3.45K. The stake represents ﹤0.01% of the portfolio and ranks #218 among its holdings.

1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Peterson Wealth Services held 36 shares of Southern Company worth $3.45K as of Q2 2026.
Southern Company was a new Peterson Wealth Services position in Q2 2026.
Southern Company made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #218 holding.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.