PP
SO icon

PFS Partners’s Southern Company SO Stock Holding History

PFS Partners’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 		$57.4K Buy
+600
New +$56.5K 0.02% 188
2023
Q2 		– Sell
-43
Closed -$2.98K – 487
2023
Q1 		$2.98K Buy
43
+1
+2% +$67 ﹤0.01% 309
2022
Q4 		$3.03K Hold
42
– – ﹤0.01% 297
2022
Q3 		$2.85K Hold
42
– – ﹤0.01% 285
2022
Q2 		$2.97K Buy
42
+1
+2% +$73 ﹤0.01% 280
2022
Q1 		$2.99K Sell
41
-11
-21% -$745 ﹤0.01% 293
2021
Q4 		$3.56K Buy
+52
New +$3.31K ﹤0.01% 283

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

PFS Partners's SO Position: Q2 2026 in Review

PFS Partners opened a new position in Southern Company (SO) in Q2 2026: 600 shares worth $57.4K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings. This is a return to the name: PFS Partners previously reported a position in SO as recently as Q1 2023.

PFS Partners first reported a position in SO in Q4 2021 and has held it in 7 quarters since. 487 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • PFS Partners held 600 shares of Southern Company worth $57.4K as of Q2 2026.
  • Southern Company was a new PFS Partners position in Q2 2026.
  • Southern Company made up 0.02% of PFS Partners's portfolio in Q2 2026, its #188 holding.
  • PFS Partners first reported a position in Southern Company in Q4 2021 and has held it in 7 quarters since.
  • 487 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.