Sax Wealth Advisors’s Southern Company SO Stock Holding History

Sax Wealth 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	$634K	Buy	6,567 +2,424	+59%	+$228K	0.03%	294
2026 Q1	$361K	Sell	4,143 -259	-6%	-$24K	0.02%	353
2025 Q4	$384K	Buy	+4,402	New	+$402K	0.02%	346
2021 Q2	–	Sell	-3,232	Closed	-$201K	–	161
2021 Q1	$201K	Sell	3,232 -784	-20%	-$46.9K	0.07%	144
2020 Q4	$247K	Buy	+4,016	New	+$241K	0.11%	111

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

Sax Wealth Advisors's SO Position: Q2 2026 in Review

Sax Wealth Advisors increased its Southern Company (SO) stake by 59% in Q2 2026, buying an estimated $228K and bringing the position to 6,567 shares worth $634K. The position accounts for 0.03% of the portfolio, ranked #294.

Sax Wealth Advisors first reported a position in SO in Q4 2020 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Sax Wealth Advisors held 6,567 shares of Southern Company worth $634K as of Q2 2026.
Sax Wealth Advisors bought 2,424 Southern Company shares in Q2 2026, an estimated $228K.
Southern Company made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #294 holding.
Sax Wealth Advisors first reported a position in Southern Company in Q4 2020 and has held it in 5 quarters since.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.