PFG Investments’s Southern Company SO Stock Holding History

PFG Investments’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	$2.29M	Buy	23,961 +622	+3%	+$58.6K	0.09%	195
2026 Q1	$2.25M	Sell	23,339 -1,460	-6%	-$135K	0.1%	172
2025 Q4	$2.16M	Sell	24,799 -534	-2%	-$48.8K	0.1%	178
2025 Q3	$2.4M	Buy	25,333 +68	+0.3%	+$6.35K	0.12%	151
2025 Q2	$2.32M	Sell	25,265 -1,625	-6%	-$146K	0.14%	144
2025 Q1	$2.47M	Sell	26,890 -273	-1%	-$23.6K	0.16%	120
2024 Q4	$2.24M	Sell	27,163 -354	-1%	-$31.1K	0.14%	134
2024 Q3	$2.48M	Sell	27,517 -274	-1%	-$23.4K	0.16%	122
2024 Q2	$2.16M	Buy	27,791 +1,304	+5%	+$98.8K	0.15%	134
2024 Q1	$1.9M	Buy	26,487 +19,350	+271%	+$1.34M	0.11%	202
2023 Q4	$500K	Buy	7,137 +1	+0%	+$69	0.09%	248
2023 Q3	$462K	Buy	7,136 +1,408	+25%	+$97.7K	0.09%	242
2023 Q2	$402K	Buy	5,728 +102	+2%	+$7.32K	0.07%	302
2023 Q1	$391K	Buy	+5,626	New	+$379K	0.08%	287

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

PFG Investments's SO Position: Q2 2026 in Review

PFG Investments increased its Southern Company (SO) stake by 2.7% in Q2 2026, buying an estimated $58.6K and bringing the position to 23,961 shares worth $2.29M. The position accounts for 0.09% of the portfolio, ranked #195.

PFG Investments first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.48M in Q3 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

PFG Investments held 23,961 shares of Southern Company worth $2.29M as of Q2 2026.
PFG Investments bought 622 Southern Company shares in Q2 2026, an estimated $58.6K.
Southern Company made up 0.09% of PFG Investments's portfolio in Q2 2026, its #195 holding.
PFG Investments first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
PFG Investments's Southern Company position peaked at $2.48M in Q3 2024.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.