Richwood Investment Advisors’s Southern Company SO Stock Holding History

Richwood Investment 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	$665K	Buy	6,943 +460	+7%	+$43.3K	0.47%	51
2026 Q1	$626K	Hold	6,483	–	–	0.48%	50
2025 Q4	$584K	Sell	6,483 -625	-9%	-$57.1K	0.42%	58
2025 Q3	$674K	Hold	7,108	–	–	0.53%	44
2025 Q2	$653K	Hold	7,108	–	–	0.54%	44
2025 Q1	$654K	Sell	7,108 -425	-6%	-$36.8K	0.56%	46
2024 Q4	$620K	Sell	7,533 -195	-3%	-$17.1K	0.52%	50
2024 Q3	$697K	Sell	7,728 -25	-0.3%	-$2.14K	0.58%	44
2024 Q2	$601K	Sell	7,753 -300	-4%	-$22.7K	0.53%	48
2024 Q1	$578K	Hold	8,053	–	–	0.51%	55
2023 Q4	$565K	Buy	8,053 +185	+2%	+$12.7K	0.53%	53
2023 Q3	$509K	Sell	7,868 -325	-4%	-$22.6K	0.52%	52
2023 Q2	$576K	Buy	8,193 +313	+4%	+$22.4K	0.56%	50
2023 Q1	$548K	Hold	7,880	–	–	0.55%	52
2022 Q4	$563K	Hold	7,880	–	–	0.57%	49
2022 Q3	$536K	Sell	7,880 -210	-3%	-$15.9K	0.59%	47
2022 Q2	$577K	Buy	8,090 +225	+3%	+$16.5K	0.58%	45
2022 Q1	$570K	Buy	7,865 +2,000	+34%	+$135K	0.51%	56
2021 Q4	$402K	Buy	+5,865	New	+$374K	0.35%	70

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

Richwood Investment Advisors's SO Position: Q2 2026 in Review

Richwood Investment Advisors increased its Southern Company (SO) stake by 7.1% in Q2 2026, buying an estimated $43.3K and bringing the position to 6,943 shares worth $665K. The position accounts for 0.47% of the portfolio, ranked #51.

Richwood Investment Advisors first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $697K in Q3 2024. 1,073 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Richwood Investment Advisors held 6,943 shares of Southern Company worth $665K as of Q2 2026.
Richwood Investment Advisors bought 460 Southern Company shares in Q2 2026, an estimated $43.3K.
Southern Company made up 0.47% of Richwood Investment Advisors's portfolio in Q2 2026, its #51 holding.
Richwood Investment Advisors first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
Richwood Investment Advisors's Southern Company position peaked at $697K in Q3 2024.
1,073 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.