Register Financial Advisors’s Southern Company SO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.83M	Buy	19,145 +807	+4%	+$76K	0.56%	51
2026 Q1	$1.77M	Buy	18,338 +3,759	+26%	+$348K	0.65%	46
2025 Q4	$1.27M	Sell	14,579 -247	-2%	-$22.5K	0.5%	62
2025 Q3	$1.41M	Buy	14,826 +15	+0.1%	+$1.4K	0.55%	55
2025 Q2	$1.36M	Buy	14,811 +429	+3%	+$38.5K	0.59%	49
2025 Q1	$1.32M	Buy	14,382 +28	+0.2%	+$2.42K	0.69%	46
2024 Q4	$1.18M	Buy	14,354 +29	+0.2%	+$2.54K	0.59%	51
2024 Q3	$1.29M	Sell	14,325 -3,473	-20%	-$297K	0.66%	42
2024 Q2	$1.38M	Buy	17,798 +208	+1%	+$15.8K	0.7%	38
2024 Q1	$1.26M	Buy	17,590 +2,246	+15%	+$155K	0.65%	40
2023 Q4	$1.08M	Buy	15,344 +7,393	+93%	+$508K	0.72%	40
2023 Q3	$515K	Buy	7,951 +2,575	+48%	+$179K	0.38%	72
2023 Q2	$378K	Hold	5,376	–	–	0.27%	89
2023 Q1	$374K	Buy	5,376 +1,000	+23%	+$67.3K	0.29%	87
2022 Q4	$312K	Buy	+4,376	New	+$293K	0.2%	110

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Register Financial Advisors's SO Position: Q2 2026 in Review

Register Financial Advisors increased its Southern Company (SO) stake by 4.4% in Q2 2026, buying an estimated $76K and bringing the position to 19,145 shares worth $1.83M. The position accounts for 0.56% of the portfolio, ranked #51.

Register Financial Advisors first reported a position in SO in Q4 2022 and has held it in 15 quarters since. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Register Financial Advisors held 19,145 shares of Southern Company worth $1.83M as of Q2 2026.
Register Financial Advisors bought 807 Southern Company shares in Q2 2026, an estimated $76K.
Southern Company made up 0.56% of Register Financial Advisors's portfolio in Q2 2026, its #51 holding.
Register Financial Advisors first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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