Sawyer & Company’s Southern Company SO Stock Holding History

Sawyer & Company’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	$71K	Sell	742 -77	-9%	-$7.25K	0.02%	116
2026 Q1	$79K	Hold	819	–	–	0.03%	111
2025 Q4	$71.4K	Sell	819 -630	-43%	-$57.5K	0.03%	113
2025 Q3	$133K	Hold	1,449	–	–	0.05%	98
2025 Q2	$133K	Sell	1,449 -390	-21%	-$35K	0.05%	98
2025 Q1	$169K	Sell	1,839 -515	-22%	-$44.6K	0.07%	97
2024 Q4	$194K	Sell	2,354 -846	-26%	-$74.2K	0.07%	96
2024 Q3	$289K	Sell	3,200 -23	-0.7%	-$1.97K	0.11%	92
2024 Q2	$250K	Sell	3,223 -445	-12%	-$33.7K	0.1%	92
2024 Q1	$263K	Hold	3,668	–	–	0.11%	93
2023 Q4	$257K	Hold	3,668	–	–	0.11%	89
2023 Q3	$237K	Hold	3,668	–	–	0.11%	93
2023 Q2	$258K	Hold	3,668	–	–	0.12%	92
2023 Q1	$264K	Buy	+3,668	New	+$247K	0.14%	89
2022 Q4	–	Sell	-5,318	Closed	-$362K	–	188
2022 Q3	$362K	Sell	5,318 -89	-2%	-$6.74K	0.2%	84
2022 Q2	$386K	Sell	5,407 -530	-9%	-$38.9K	0.2%	82
2022 Q1	$430K	Sell	5,937 -315	-5%	-$21.3K	0.19%	86
2021 Q4	$429K	Sell	6,252 -26	-0.4%	-$1.66K	0.19%	85
2021 Q3	$389K	Sell	6,278 -102	-2%	-$6.57K	0.18%	84
2021 Q2	$386K	Sell	6,380 -95	-1%	-$6.08K	0.18%	86
2021 Q1	$402K	Sell	6,475 -215	-3%	-$12.9K	0.2%	81
2020 Q4	$411K	Hold	6,690	–	–	0.21%	80
2020 Q3	$363K	Hold	6,690	–	–	0.22%	78
2020 Q2	$347K	Hold	6,690	–	–	0.21%	83
2020 Q1	$362K	Sell	6,690 -160	-2%	-$10.1K	0.29%	76
2019 Q4	$436K	Sell	6,850 -225	-3%	-$13.9K	0.28%	79
2019 Q3	$437K	Hold	7,075	–	–	0.31%	71
2019 Q2	$391K	Hold	7,075	–	–	0.26%	86
2019 Q1	$366K	Hold	7,075	–	–	0.24%	89
2018 Q4	$311K	Sell	7,075 -1,150	-14%	-$52.3K	0.23%	91
2018 Q3	$359K	Hold	8,225	–	–	0.22%	91
2018 Q2	$381K	Hold	8,225	–	–	0.25%	83
2018 Q1	$367K	Hold	8,225	–	–	0.25%	84
2017 Q4	$396K	Buy	+8,225	New	+$419K	0.26%	85

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

Sawyer & Company's SO Position: Q2 2026 in Review

Sawyer & Company reduced its Southern Company (SO) stake by 9.4% in Q2 2026, selling an estimated $7.25K and leaving 742 shares worth $71K. The position accounts for 0.02% of the portfolio, ranked #116.

Sawyer & Company first reported a position in SO in Q4 2017 and has held it in 34 quarters since. The position peaked at $437K in Q3 2019. 685 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Sawyer & Company held 742 shares of Southern Company worth $71K as of Q2 2026.
Sawyer & Company sold 77 Southern Company shares in Q2 2026, an estimated $7.25K.
Southern Company made up 0.02% of Sawyer & Company's portfolio in Q2 2026, its #116 holding.
Sawyer & Company first reported a position in Southern Company in Q4 2017 and has held it in 34 quarters since.
Sawyer & Company's Southern Company position peaked at $437K in Q3 2019.
685 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.