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PFG Advisors’s Southern Company SO Stock Holding History

PFG Advisors’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
-2,100
Closed -$203K – 857
2026
Q1 		$203K Buy
+2,100
New +$194K 0.01% 772
2025
Q4 		– Sell
-3,440
Closed -$326K – 856
2025
Q3 		$326K Buy
3,440
+891
+35% +$83.2K 0.01% 660
2025
Q2 		$234K Buy
+2,549
New +$229K 0.01% 570
2023
Q3 		– Sell
-15,407
Closed -$1.08M – 677
2023
Q2 		$1.08M Buy
15,407
+6,011
+64% +$431K 0.08% 274
2023
Q1 		$654K Buy
9,396
+2,575
+38% +$173K 0.05% 345
2022
Q4 		$487K Buy
6,821
+894
+15% +$59.8K 0.05% 358
2022
Q3 		$403K Buy
5,927
+1,215
+26% +$92K 0.05% 358
2022
Q2 		$336K Buy
4,712
+142
+3% +$10.4K 0.04% 300
2022
Q1 		$331K Buy
+4,570
New +$310K 0.03% 327
2021
Q4 		– Sell
-3,700
Closed -$229K – 546
2021
Q3 		$229K Sell
3,700
-339
-8% -$21.8K 0.03% 471
2021
Q2 		$244K Buy
4,039
+138
+4% +$8.83K 0.03% 439
2021
Q1 		$242K Buy
+3,901
New +$234K 0.03% 403

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

PFG Advisors's SO Position: Q2 2026 in Review

PFG Advisors sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,100 shares — an estimated $203K sold.

PFG Advisors first reported a position in SO in Q1 2021 and held it in 12 quarters. The position peaked at $1.08M in Q2 2023. 944 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • PFG Advisors reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • PFG Advisors sold 2,100 Southern Company shares in Q2 2026, an estimated $203K.
  • PFG Advisors first reported a position in Southern Company in Q1 2021 and held it in 12 quarters.
  • PFG Advisors's Southern Company position peaked at $1.08M in Q2 2023.
  • 944 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.