Private Capital Advisors’s Southern Company SO Stock Holding History

Private Capital 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	$306K	Hold	3,200	–	–	0.03%	60
2026 Q1	$309K	Hold	3,200	–	–	0.04%	59
2025 Q4	$279K	Hold	3,200	–	–	0.03%	63
2025 Q3	$303K	Hold	3,200	–	–	0.03%	68
2025 Q2	$294K	Hold	3,200	–	–	0.04%	70
2025 Q1	$294K	Hold	3,200	–	–	0.04%	60
2024 Q4	$263K	Hold	3,200	–	–	0.03%	61
2024 Q3	$289K	Hold	3,200	–	–	0.03%	62
2024 Q2	$248K	Hold	3,200	–	–	0.03%	70
2024 Q1	$230K	Hold	3,200	–	–	0.03%	76
2023 Q4	$224K	Hold	3,200	–	–	0.03%	73
2023 Q3	$215K	Sell	3,200 -2,100	-40%	-$146K	0.03%	81
2023 Q2	$372K	Hold	5,300	–	–	0.06%	61
2023 Q1	$369K	Hold	5,300	–	–	0.07%	64
2022 Q4	$378K	Hold	5,300	–	–	0.06%	57
2022 Q3	$360K	Hold	5,300	–	–	0.06%	62
2022 Q2	$378K	Hold	5,300	–	–	0.06%	63
2022 Q1	$384K	Buy	+5,300	New	+$359K	0.06%	79

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

Private Capital Advisors's SO Position: Q2 2026 in Review

Private Capital Advisors held its Southern Company (SO) position steady in Q2 2026 at 3,200 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #60.

Private Capital Advisors first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $384K in Q1 2022. 858 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Private Capital Advisors held 3,200 shares of Southern Company worth $306K as of Q2 2026.
Private Capital Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.03% of Private Capital Advisors's portfolio in Q2 2026, its #60 holding.
Private Capital Advisors first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
Private Capital Advisors's Southern Company position peaked at $384K in Q1 2022.
858 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.