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Resonant Capital Advisors’s Southern Company SO Stock Holding History

Resonant 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 		$406K Buy
4,245
+272
+7% +$25.6K 0.02% 340
2026
Q1 		$383K Buy
3,973
+525
+15% +$48.6K 0.02% 324
2025
Q4 		$301K Sell
3,448
-1,161
-25% -$106K 0.02% 337
2025
Q3 		$437K Buy
4,609
+1,096
+31% +$102K 0.03% 263
2025
Q2 		$323K Buy
3,513
+852
+32% +$76.5K 0.02% 315
2025
Q1 		$245K Buy
+2,661
New +$230K 0.02% 322

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

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

Resonant Capital Advisors increased its Southern Company (SO) stake by 6.8% in Q2 2026, buying an estimated $25.6K and bringing the position to 4,245 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #340.

Resonant Capital Advisors first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $437K in Q3 2025. 864 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Resonant Capital Advisors held 4,245 shares of Southern Company worth $406K as of Q2 2026.
  • Resonant Capital Advisors bought 272 Southern Company shares in Q2 2026, an estimated $25.6K.
  • Southern Company made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #340 holding.
  • Resonant Capital Advisors first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • Resonant Capital Advisors's Southern Company position peaked at $437K in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.