PPWM
SO icon

PFG Private Wealth Management’s Southern Company SO Stock Holding History

PFG Private Wealth 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 		$373K Buy
3,895
+199
+5% +$18.7K 0.16% 53
2026
Q1 		$357K Buy
3,696
+1,017
+38% +$94.1K 0.15% 45
2025
Q4 		$234K Buy
+2,679
New +$245K 0.1% 65
2025
Q2 		– Sell
-1,922
Closed -$177K – 219
2025
Q1 		$177K Sell
1,922
-10
-0.5% -$866 0.1% 62
2024
Q4 		$159K Buy
1,932
+31
+2% +$2.72K 0.09% 61
2024
Q3 		$171K Sell
1,901
-33
-2% -$2.82K 0.1% 62
2024
Q2 		$150K Buy
1,934
+1
+0.1% +$76 0.09% 67
2024
Q1 		$139K Buy
1,933
+1,892
+4,615% +$131K 0.09% 70
2023
Q4 		$2.88K Sell
41
-49
-54% -$3.37K ﹤0.01% 181
2023
Q3 		$5.83K Sell
90
-183
-67% -$12.7K ﹤0.01% 211
2023
Q2 		$19.2K Buy
273
+126
+86% +$9.04K 0.01% 181
2023
Q1 		$10.2K Buy
147
+78
+113% +$5.25K 0.01% 202
2022
Q4 		$5K Hold
69
– – ﹤0.01% 226
2022
Q3 		$5K Hold
69
– – ﹤0.01% 218
2022
Q2 		$5K Buy
69
+27
+64% +$1.98K ﹤0.01% 226
2022
Q1 		$3K Hold
42
– – ﹤0.01% 266
2021
Q4 		$3K Hold
42
– – ﹤0.01% 274
2021
Q3 		$3K Buy
+42
New +$2.7K ﹤0.01% 267

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Private Wealth Management's SO Position: Q2 2026 in Review

PFG Private Wealth Management increased its Southern Company (SO) stake by 5.4% in Q2 2026, buying an estimated $18.7K and bringing the position to 3,895 shares worth $373K. The position accounts for 0.16% of the portfolio, ranked #53.

PFG Private Wealth Management first reported a position in SO in Q3 2021 and has held it in 18 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • PFG Private Wealth Management held 3,895 shares of Southern Company worth $373K as of Q2 2026.
  • PFG Private Wealth Management bought 199 Southern Company shares in Q2 2026, an estimated $18.7K.
  • Southern Company made up 0.16% of PFG Private Wealth Management's portfolio in Q2 2026, its #53 holding.
  • PFG Private Wealth Management first reported a position in Southern Company in Q3 2021 and has held it in 18 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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