Reyes Financial Architecture’s Southern Company SO Stock Holding History

Reyes Financial Architecture’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	$28.2K	Sell	295 -59	-17%	-$5.55K	0.02%	199
2026 Q1	$34.2K	Buy	354 +171	+93%	+$15.8K	0.03%	201
2025 Q4	$16K	Sell	183 -13	-7%	-$1.19K	0.01%	232
2025 Q3	$18.6K	Sell	196 -338	-63%	-$31.6K	0.01%	213
2025 Q2	$49K	Buy	534 +508	+1,954%	+$45.6K	0.04%	175
2025 Q1	$2.39K	Buy	+26	New	+$2.25K	﹤0.01%	292

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

Reyes Financial Architecture's SO Position: Q2 2026 in Review

Reyes Financial Architecture reduced its Southern Company (SO) stake by 17% in Q2 2026, selling an estimated $5.55K and leaving 295 shares worth $28.2K. The position accounts for 0.02% of the portfolio, ranked #199.

Reyes Financial Architecture first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $49K in Q2 2025. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Reyes Financial Architecture held 295 shares of Southern Company worth $28.2K as of Q2 2026.
Reyes Financial Architecture sold 59 Southern Company shares in Q2 2026, an estimated $5.55K.
Southern Company made up 0.02% of Reyes Financial Architecture's portfolio in Q2 2026, its #199 holding.
Reyes Financial Architecture first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
Reyes Financial Architecture's Southern Company position peaked at $49K in Q2 2025.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.