Relyea Zuckerberg Hanson’s Southern Company SO Stock Holding History

Relyea Zuckerberg Hanson’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	$406K	Buy	4,240 +278	+7%	+$26.2K	0.03%	208
2026 Q1	$382K	Sell	3,962 -425	-10%	-$39.3K	0.04%	189
2025 Q4	$383K	Buy	4,387 +182	+4%	+$16.6K	0.04%	193
2025 Q3	$398K	Buy	4,205 +29	+0.7%	+$2.71K	0.04%	184
2025 Q2	$383K	Sell	4,176 -383	-8%	-$34.4K	0.04%	188
2025 Q1	$419K	Buy	4,559 +252	+6%	+$21.8K	0.06%	167
2024 Q4	$355K	Buy	4,307 +258	+6%	+$22.6K	0.05%	186
2024 Q3	$365K	Buy	4,049 +45	+1%	+$3.84K	0.06%	175
2024 Q2	$311K	Buy	4,004 +322	+9%	+$24.4K	0.05%	179
2024 Q1	$264K	Buy	3,682 +1	+0%	+$69	0.05%	192
2023 Q4	$258K	Buy	3,681 +238	+7%	+$16.3K	0.05%	180
2023 Q3	$223K	Sell	3,443 -369	-10%	-$25.6K	0.05%	177
2023 Q2	$268K	Buy	3,812 +252	+7%	+$18.1K	0.06%	161
2023 Q1	$248K	Buy	+3,560	New	+$240K	0.06%	164

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

Relyea Zuckerberg Hanson's SO Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Southern Company (SO) stake by 7% in Q2 2026, buying an estimated $26.2K and bringing the position to 4,240 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #208.

Relyea Zuckerberg Hanson first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $419K in Q1 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Relyea Zuckerberg Hanson held 4,240 shares of Southern Company worth $406K as of Q2 2026.
Relyea Zuckerberg Hanson bought 278 Southern Company shares in Q2 2026, an estimated $26.2K.
Southern Company made up 0.03% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #208 holding.
Relyea Zuckerberg Hanson first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
Relyea Zuckerberg Hanson's Southern Company position peaked at $419K in Q1 2025.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.