Rockline Wealth Management’s Southern Company SO Stock Holding History

Rockline Wealth Management’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	$3.14M	Sell	32,810 -543	-2%	-$51.1K	0.6%	45
2026 Q1	$3.22M	Sell	33,353 -850	-2%	-$78.6K	0.7%	43
2025 Q4	$2.98M	Buy	34,203 +848	+3%	+$77.4K	0.61%	44
2025 Q3	$3.16M	Buy	33,355 +38	+0.1%	+$3.55K	0.65%	40
2025 Q2	$3.06M	Buy	33,317 +363	+1%	+$32.6K	0.72%	39
2025 Q1	$3.03M	Buy	32,954 +1,227	+4%	+$106K	0.84%	40
2024 Q4	$2.61M	Buy	31,727 +1,832	+6%	+$161K	0.7%	46
2024 Q3	$2.7M	Buy	29,895 +914	+3%	+$78.1K	0.76%	43
2024 Q2	$2.25M	Buy	28,981 +506	+2%	+$38.3K	0.69%	45
2024 Q1	$2.04M	Buy	28,475 +731	+3%	+$50.5K	0.71%	44
2023 Q4	$1.95M	Buy	+27,744	New	+$1.91M	0.81%	42

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

Rockline Wealth Management's SO Position: Q2 2026 in Review

Rockline Wealth Management reduced its Southern Company (SO) stake by 1.6% in Q2 2026, selling an estimated $51.1K and leaving 32,810 shares worth $3.14M. The position accounts for 0.6% of the portfolio, ranked #45.

Rockline Wealth Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.22M in Q1 2026. 857 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Rockline Wealth Management held 32,810 shares of Southern Company worth $3.14M as of Q2 2026.
Rockline Wealth Management sold 543 Southern Company shares in Q2 2026, an estimated $51.1K.
Southern Company made up 0.6% of Rockline Wealth Management's portfolio in Q2 2026, its #45 holding.
Rockline Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Rockline Wealth Management's Southern Company position peaked at $3.22M in Q1 2026.
857 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.