PFS
SO icon

Prospera Financial Services’s Southern Company SO Stock Holding History

Prospera Financial Services’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 		$7.2M Sell
75,197
-2,662
-3% -$251K 0.1% 205
2026
Q1 		$7.52M Sell
77,859
-16,027
-17% -$1.48M 0.12% 182
2025
Q4 		$8.19M Sell
93,886
-2,052
-2% -$187K 0.13% 168
2025
Q3 		$9.1M Sell
95,938
-1,147
-1% -$107K 0.16% 142
2025
Q2 		$8.92M Buy
97,085
+19,411
+25% +$1.74M 0.17% 134
2025
Q1 		$7.14M Sell
77,674
-5,832
-7% -$505K 0.16% 138
2024
Q4 		$6.88M Buy
83,506
+4,272
+5% +$375K 0.16% 141
2024
Q3 		$7.15M Buy
79,234
+43
+0.1% +$3.67K 0.18% 120
2024
Q2 		$6.14M Buy
79,191
+1,027
+1% +$77.8K 0.17% 126
2024
Q1 		$5.61M Buy
78,164
+1,106
+1% +$76.3K 0.17% 130
2023
Q4 		$5.4M Buy
77,058
+10,724
+16% +$736K 0.18% 130
2023
Q3 		$4.29M Sell
66,334
-7,939
-11% -$551K 0.17% 136
2023
Q2 		$5.22M Buy
74,273
+6,034
+9% +$433K 0.2% 122
2023
Q1 		$4.75M Buy
68,239
+4,534
+7% +$305K 0.2% 126
2022
Q4 		$4.55M Sell
63,705
-1,662
-3% -$111K 0.23% 110
2022
Q3 		$4.45M Buy
65,367
+8,091
+14% +$613K 0.23% 104
2022
Q2 		$4.08M Buy
57,276
+1,886
+3% +$138K 0.21% 107
2022
Q1 		$4.02M Buy
55,390
+1,468
+3% +$99.4K 0.17% 138
2021
Q4 		$3.7M Buy
53,922
+2,152
+4% +$137K 0.16% 150
2021
Q3 		$3.21M Buy
51,770
+27,884
+117% +$1.8M 0.16% 168
2021
Q2 		$1.45M Buy
23,886
+9,245
+63% +$591K 0.07% 307
2021
Q1 		$910K Sell
14,641
-5,593
-28% -$335K 0.05% 361
2020
Q4 		$1.24M Buy
+20,234
New +$1.22M 0.09% 252
2020
Q3 		– Sell
-23,936
Closed -$1.24M – 1691
2020
Q2 		$1.24M Buy
23,936
+5,511
+30% +$306K 0.11% 209
2020
Q1 		$998K Buy
18,425
+885
+5% +$56.1K 0.11% 203
2019
Q4 		$1.12M Sell
17,540
-5,083
-22% -$315K 0.09% 244
2019
Q3 		$1.4M Buy
22,623
+7,606
+51% +$441K 0.14% 148
2019
Q2 		$837K Sell
15,017
-10,922
-42% -$585K 0.09% 187
2019
Q1 		$1.34M Buy
25,939
+16,693
+181% +$818K 0.44% 70
2018
Q4 		$409K Buy
9,246
+2,295
+33% +$104K 0.08% 233
2018
Q3 		$315K Sell
6,951
-517
-7% -$23.8K 0.06% 302
2018
Q2 		$349K Sell
7,468
-20,820
-74% -$932K 0.05% 309
2018
Q1 		$1.27M Buy
28,288
+7,889
+39% +$350K 0.18% 121
2017
Q4 		$961K Sell
20,399
-18,429
-47% -$939K 0.15% 129
2017
Q3 		$1.91M Buy
38,828
+74
+0.2% +$3.59K 0.29% 72
2017
Q2 		$1.84M Buy
38,754
+39
+0.1% +$1.96K 0.3% 64
2017
Q1 		$1.95M Buy
38,715
+25,619
+196% +$1.27M 0.35% 58
2016
Q4 		$644K Sell
13,096
-30,756
-70% -$1.51M 0.13% 149
2016
Q3 		$2.25M Buy
43,852
+6,908
+19% +$364K 0.45% 40
2016
Q2 		$1.98M Buy
36,944
+216
+0.6% +$10.9K 0.41% 46
2016
Q1 		$1.9M Buy
36,728
+13,929
+61% +$679K 0.42% 37
2015
Q4 		$1.07M Buy
22,799
+746
+3% +$33.8K 0.23% 68
2015
Q3 		$986K Buy
+22,053
New +$968K 0.25% 55
2015
Q2 		– Sell
-5,226
Closed -$216K – 330
2015
Q1 		$216K Buy
5,226
+51
+1% +$2.42K 0.05% 276
2014
Q4 		$254K Buy
+5,175
New +$244K 0.06% 231
2013
Q4 		– Sell
-5,843
Closed -$241K – 287
2013
Q3 		$241K Sell
5,843
-42,779
-88% -$1.84M 0.09% 186
2013
Q2 		$2.13M Buy
+48,622
New +$2.24M 0.99% 22

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

Prospera Financial Services's SO Position: Q2 2026 in Review

Prospera Financial Services reduced its Southern Company (SO) stake by 3.4% in Q2 2026, selling an estimated $251K and leaving 75,197 shares worth $7.2M. The position accounts for 0.1% of the portfolio, ranked #205.

Prospera Financial Services first reported a position in SO in Q2 2013 and has held it in 47 quarters since. The position peaked at $9.1M in Q3 2025. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Prospera Financial Services held 75,197 shares of Southern Company worth $7.2M as of Q2 2026.
  • Prospera Financial Services sold 2,662 Southern Company shares in Q2 2026, an estimated $251K.
  • Southern Company made up 0.1% of Prospera Financial Services's portfolio in Q2 2026, its #205 holding.
  • Prospera Financial Services first reported a position in Southern Company in Q2 2013 and has held it in 47 quarters since.
  • Prospera Financial Services's Southern Company position peaked at $9.1M in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.