PFW Advisors’s Southern Company SO Stock Holding History

PFW 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	$579K	Buy	6,048 +15	+0.2%	+$1.41K	0.17%	77
2026 Q1	$582K	Buy	6,033 +1	+0%	+$93	0.18%	78
2025 Q4	$526K	Sell	6,032 -169	-3%	-$15.4K	0.16%	83
2025 Q3	$588K	Buy	6,201 +1	+0%	+$93	0.17%	82
2025 Q2	$569K	Buy	6,200 +86	+1%	+$7.72K	0.18%	84
2025 Q1	$562K	Buy	6,114 +116	+2%	+$10K	0.18%	83
2024 Q4	$494K	Buy	+5,998	New	+$526K	0.15%	85
2024 Q2	$463K	Sell	5,970 -181	-3%	-$13.7K	0.15%	86
2024 Q1	$441K	Sell	6,151 -356	-5%	-$24.6K	0.13%	90
2023 Q4	$456K	Buy	6,507 +423	+7%	+$29K	0.15%	90
2023 Q3	$394K	Hold	6,084	–	–	0.14%	88
2023 Q2	$423K	Buy	+6,084	New	+$436K	0.14%	87
2019 Q3	$539K	Buy	+5,973	New	+$346K	0.16%	87

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 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

PFW Advisors's SO Position: Q2 2026 in Review

PFW Advisors increased its Southern Company (SO) stake by 0.25% in Q2 2026, buying an estimated $1.41K and bringing the position to 6,048 shares worth $579K. The position accounts for 0.17% of the portfolio, ranked #77.

PFW Advisors first reported a position in SO in Q3 2019 and has held it in 13 quarters since. The position peaked at $588K in Q3 2025. 537 funds tracked by Wall St. Rank hold SO as of Q2 2026.

PFW Advisors held 6,048 shares of Southern Company worth $579K as of Q2 2026.
PFW Advisors bought 15 Southern Company shares in Q2 2026, an estimated $1.41K.
Southern Company made up 0.17% of PFW Advisors's portfolio in Q2 2026, its #77 holding.
PFW Advisors first reported a position in Southern Company in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Southern Company position peaked at $588K in Q3 2025.
537 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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