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Regent Peak Wealth Advisors’s Southern Company SO Stock Holding History

Regent Peak Wealth 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 		$1.97M Buy
20,560
+7,280
+55% +$685K 0.36% 39
2026
Q1 		$1.28M Sell
13,280
-2,479
-16% -$229K 0.26% 47
2025
Q4 		$1.37M Sell
15,759
-4,745
-23% -$433K 0.27% 44
2025
Q3 		$1.94M Buy
+20,504
New +$1.91M 0.39% 33
2025
Q1 		$1.66M Sell
18,085
-100
-0.5% -$8.66K 0.39% 35
2024
Q4 		$1.5M Buy
18,185
+61
+0.3% +$5.35K 0.34% 40
2024
Q3 		$1.63M Sell
18,124
-378
-2% -$32.3K 0.38% 51
2024
Q2 		$1.44M Buy
18,502
+188
+1% +$14.2K 0.33% 57
2024
Q1 		$1.31M Buy
18,314
+49
+0.3% +$3.38K 0.33% 53
2023
Q4 		$1.28M Sell
18,265
-4,649
-20% -$319K 0.35% 51
2023
Q3 		$1.48M Sell
22,914
-45
-0.2% -$3.12K 0.45% 46
2023
Q2 		$1.61M Sell
22,959
-3,169
-12% -$227K 0.47% 48
2023
Q1 		$1.82M Sell
26,128
-39,053
-60% -$2.63M 0.56% 46
2022
Q4 		$4.9M Sell
65,181
-539
-0.8% -$36K 1.61% 14
2022
Q3 		$4.87M Buy
65,720
+45,100
+219% +$3.42M 1.71% 15
2022
Q2 		$1.47M Buy
20,620
+50
+0.2% +$3.67K 0.48% 49
2022
Q1 		$1.49M Buy
20,570
+98
+0.5% +$6.64K 0.43% 48
2021
Q4 		$1.4M Buy
20,472
+80
+0.4% +$5.1K 0.38% 51
2021
Q3 		$1.26M Buy
20,392
+32
+0.2% +$2.06K 0.36% 54
2021
Q2 		$1.3M Buy
20,360
+6,392
+46% +$409K 0.36% 53
2021
Q1 		$868K Sell
13,968
-50
-0.4% -$2.99K 0.29% 62
2020
Q4 		$861K Buy
14,018
+9,162
+189% +$551K 0.29% 61
2020
Q3 		$263K Sell
4,856
-16,928
-78% -$905K 0.11% 104
2020
Q2 		$1.13M Buy
21,784
+16,597
+320% +$923K 0.51% 49
2020
Q1 		$280K Buy
5,187
+1,208
+30% +$76.5K 0.16% 89
2019
Q4 		$253K Buy
+3,979
New +$247K 0.12% 113

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

Regent Peak Wealth Advisors's SO Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Southern Company (SO) stake by 55% in Q2 2026, buying an estimated $685K and bringing the position to 20,560 shares worth $1.97M. The position accounts for 0.36% of the portfolio, ranked #39.

Regent Peak Wealth Advisors first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.9M in Q4 2022. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Regent Peak Wealth Advisors held 20,560 shares of Southern Company worth $1.97M as of Q2 2026.
  • Regent Peak Wealth Advisors bought 7,280 Southern Company shares in Q2 2026, an estimated $685K.
  • Southern Company made up 0.36% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Regent Peak Wealth Advisors first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Southern Company position peaked at $4.9M in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.