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Pine Valley Investments’s Southern Company SO Stock Holding History

Pine Valley 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 		$1.01M Buy
10,537
+263
+3% +$24.8K 0.04% 304
2026
Q1 		$992K Buy
10,274
+67
+0.7% +$6.2K 0.05% 297
2025
Q4 		$890K Sell
10,207
-116
-1% -$10.6K 0.04% 287
2025
Q3 		$978K Buy
10,323
+266
+3% +$24.8K 0.05% 268
2025
Q2 		$924K Buy
10,057
+336
+3% +$30.2K 0.05% 273
2025
Q1 		$894K Buy
9,721
+177
+2% +$15.3K 0.05% 271
2024
Q4 		$786K Hold
9,544
– – 0.05% 273
2024
Q3 		$861K Sell
9,544
-6
-0.1% -$513 0.05% 254
2024
Q2 		$741K Hold
9,550
– – 0.05% 261
2024
Q1 		$685K Sell
9,550
-276
-3% -$19.1K 0.05% 265
2023
Q4 		$689K Buy
9,826
+5
+0.1% +$343 0.05% 260
2023
Q3 		$636K Buy
9,821
+1,365
+16% +$94.7K 0.06% 262
2023
Q2 		$594K Buy
8,456
+470
+6% +$33.7K 0.06% 244
2023
Q1 		$594K Buy
+7,986
New +$538K 0.09% 172

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pine Valley Investments's SO Position: Q2 2026 in Review

Pine Valley Investments increased its Southern Company (SO) stake by 2.6% in Q2 2026, buying an estimated $24.8K and bringing the position to 10,537 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #304.

Pine Valley Investments first reported a position in SO in Q1 2023 and has held it in 14 quarters since. 1,372 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Pine Valley Investments held 10,537 shares of Southern Company worth $1.01M as of Q2 2026.
  • Pine Valley Investments bought 263 Southern Company shares in Q2 2026, an estimated $24.8K.
  • Southern Company made up 0.04% of Pine Valley Investments's portfolio in Q2 2026, its #304 holding.
  • Pine Valley Investments first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
  • 1,372 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.