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Premier Path Wealth Partners’s Southern Company SO Stock Holding History

Premier Path Wealth 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 		$562K Buy
5,875
+431
+8% +$40.6K 0.06% 249
2026
Q1 		$526K Buy
5,444
+1,041
+24% +$96.3K 0.07% 262
2025
Q4 		$384K Buy
4,403
+254
+6% +$23.2K 0.05% 282
2025
Q3 		$393K Buy
4,149
+462
+13% +$43.1K 0.05% 293
2025
Q2 		$339K Buy
3,687
+304
+9% +$27.3K 0.05% 305
2025
Q1 		$311K Sell
3,383
-86
-2% -$7.45K 0.05% 299
2024
Q4 		$286K Buy
3,469
+11
+0.3% +$965 0.04% 312
2024
Q3 		$312K Buy
3,458
+143
+4% +$12.2K 0.05% 294
2024
Q2 		$257K Buy
3,315
+323
+11% +$24.5K 0.04% 318
2024
Q1 		$214K Sell
2,992
-706
-19% -$48.7K 0.04% 324
2023
Q4 		$259K Buy
+3,698
New +$254K 0.06% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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

Premier Path Wealth Partners's SO Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Southern Company (SO) stake by 7.9% in Q2 2026, buying an estimated $40.6K and bringing the position to 5,875 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #249.

Premier Path Wealth Partners first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Premier Path Wealth Partners held 5,875 shares of Southern Company worth $562K as of Q2 2026.
  • Premier Path Wealth Partners bought 431 Southern Company shares in Q2 2026, an estimated $40.6K.
  • Southern Company made up 0.06% of Premier Path Wealth Partners's portfolio in Q2 2026, its #249 holding.
  • Premier Path Wealth Partners first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.