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Pinnacle Wealth Management Group’s Southern Company SO Stock Holding History

Pinnacle Wealth Management Group’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 		$489K Hold
5,104
– – 0.23% 76
2026
Q1 		$493K Hold
5,104
– – 0.24% 71
2025
Q4 		$445K Hold
5,104
– – 0.22% 76
2025
Q3 		$484K Sell
5,104
-80
-2% -$7.47K 0.25% 63
2025
Q2 		$476K Sell
5,184
-240
-4% -$21.6K 0.27% 65
2025
Q1 		$499K Hold
5,424
– – 0.35% 55
2024
Q4 		$447K Hold
5,424
– – 0.28% 66
2024
Q3 		$489K Hold
5,424
– – 0.31% 64
2024
Q2 		$421K Hold
5,424
– – 0.28% 64
2024
Q1 		$389K Buy
5,424
+600
+12% +$41.4K 0.29% 66
2023
Q4 		$338K Buy
4,824
+400
+9% +$27.5K 0.28% 71
2023
Q3 		$286K Sell
4,424
-150
-3% -$10.4K 0.26% 76
2023
Q2 		$321K Sell
4,574
-90
-2% -$6.45K 0.28% 70
2023
Q1 		$325K Sell
4,664
-200
-4% -$13.5K 0.28% 76
2022
Q4 		$347K Sell
4,864
-750
-13% -$50.1K 0.31% 70
2022
Q3 		$382K Hold
5,614
– – 0.34% 64
2022
Q2 		$400K Hold
5,614
– – 0.33% 67
2022
Q1 		$407K Hold
5,614
– – 0.31% 75
2021
Q4 		$385K Sell
5,614
-200
-3% -$12.8K 0.29% 79
2021
Q3 		$360K Sell
5,814
-600
-9% -$38.6K 0.27% 87
2021
Q2 		$388K Buy
+6,414
New +$410K 0.28% 92

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

Pinnacle Wealth Management Group's SO Position: Q2 2026 in Review

Pinnacle Wealth Management Group held its Southern Company (SO) position steady in Q2 2026 at 5,104 shares worth $489K. The position accounts for 0.23% of the portfolio, ranked #76.

Pinnacle Wealth Management Group first reported a position in SO in Q2 2021 and has held it in 21 quarters since. The position peaked at $499K in Q1 2025. 487 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Pinnacle Wealth Management Group held 5,104 shares of Southern Company worth $489K as of Q2 2026.
  • Pinnacle Wealth Management Group left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.23% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #76 holding.
  • Pinnacle Wealth Management Group first reported a position in Southern Company in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's Southern Company position peaked at $499K in Q1 2025.
  • 487 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.