Pine Haven Investment Counsel’s Southern Company SO Stock Holding History

Pine Haven Investment Counsel’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	$265K	Hold	2,773	–	–	0.18%	102
2026 Q1	$268K	Hold	2,773	–	–	0.2%	96
2025 Q4	$242K	Hold	2,773	–	–	0.17%	103
2025 Q3	$263K	Hold	2,773	–	–	0.19%	101
2025 Q2	$255K	Hold	2,773	–	–	0.2%	97
2025 Q1	$255K	Hold	2,773	–	–	0.21%	92
2024 Q4	$228K	Hold	2,773	–	–	0.19%	100
2024 Q3	$250K	Hold	2,773	–	–	0.2%	95
2024 Q2	$215K	Buy	+2,773	New	+$210K	0.18%	101
2022 Q2	–	Sell	-2,773	Closed	-$201K	–	102
2022 Q1	$201K	Buy	+2,773	New	+$188K	0.2%	102

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

Pine Haven Investment Counsel's SO Position: Q2 2026 in Review

Pine Haven Investment Counsel held its Southern Company (SO) position steady in Q2 2026 at 2,773 shares worth $265K. The position accounts for 0.18% of the portfolio, ranked #102.

Pine Haven Investment Counsel first reported a position in SO in Q1 2022 and has held it in 10 quarters since. The position peaked at $268K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Pine Haven Investment Counsel held 2,773 shares of Southern Company worth $265K as of Q2 2026.
Pine Haven Investment Counsel left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.18% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #102 holding.
Pine Haven Investment Counsel first reported a position in Southern Company in Q1 2022 and has held it in 10 quarters since.
Pine Haven Investment Counsel's Southern Company position peaked at $268K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.