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Sara-Bay Financial’s Southern Company SO Stock Holding History

Sara-Bay Financial’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 		$445K Buy
4,647
+116
+3% +$10.9K 0.12% 59
2026
Q1 		$437K Hold
4,531
– – 0.13% 54
2025
Q4 		$397K Buy
4,531
+398
+10% +$36.3K 0.12% 60
2025
Q3 		$392K Buy
4,133
+108
+3% +$10.1K 0.11% 60
2025
Q2 		$370K Buy
+4,025
New +$362K 0.13% 60

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

Sara-Bay Financial's SO Position: Q2 2026 in Review

Sara-Bay Financial increased its Southern Company (SO) stake by 2.6% in Q2 2026, buying an estimated $10.9K and bringing the position to 4,647 shares worth $445K. The position accounts for 0.12% of the portfolio, ranked #59.

Sara-Bay Financial first reported a position in SO in Q2 2025 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sara-Bay Financial held 4,647 shares of Southern Company worth $445K as of Q2 2026.
  • Sara-Bay Financial bought 116 Southern Company shares in Q2 2026, an estimated $10.9K.
  • Southern Company made up 0.12% of Sara-Bay Financial's portfolio in Q2 2026, its #59 holding.
  • Sara-Bay Financial first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.