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RFG Advisory’s Southern Company SO Stock Holding History

RFG Advisory’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
2017
Q4 		– Sell
-4,300
Closed -$1K – 181
2017
Q3 		$1K Hold
4,300
– – ﹤0.01% 155
2017
Q2 		$1K Buy
+4,300
New +$216K ﹤0.01% 132

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

RFG Advisory's SO Position: Q2 2026 in Review

RFG Advisory increased its Southern Company (SO) stake by 5.4% in Q2 2026, buying an estimated $546K and bringing the position to 112,668 shares worth $10.8M. The position accounts for 0.17% of the portfolio, ranked #87.

RFG Advisory first reported a position in SO in Q1 2015 and has held it in 46 quarters since. The position peaked at $11.8M in Q3 2025. 435 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • RFG Advisory held 112,668 shares of Southern Company worth $10.8M as of Q2 2026.
  • RFG Advisory bought 5,800 Southern Company shares in Q2 2026, an estimated $546K.
  • Southern Company made up 0.17% of RFG Advisory's portfolio in Q2 2026, its #87 holding.
  • RFG Advisory first reported a position in Southern Company in Q1 2015 and has held it in 46 quarters since.
  • RFG Advisory's Southern Company position peaked at $11.8M in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.