Saxony Capital Management’s Southern Company SO Stock Holding History

Saxony Capital 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	$246K	Sell	2,567 -181	-7%	-$17K	0.11%	145
2026 Q1	$265K	Buy	2,748 +339	+14%	+$31.4K	0.15%	124
2025 Q4	$210K	Sell	2,409 -128	-5%	-$11.7K	0.13%	145
2025 Q3	$240K	Sell	2,537 -96	-4%	-$8.96K	0.16%	129
2025 Q2	$242K	Sell	2,633 -274	-9%	-$24.6K	0.19%	108
2025 Q1	$267K	Sell	2,907 -161	-5%	-$13.9K	0.23%	89
2024 Q4	$253K	Sell	3,068 -154	-5%	-$13.5K	0.22%	103
2024 Q3	$291K	Hold	3,222	–	–	0.27%	93
2024 Q2	$250K	Sell	3,222 -26	-0.8%	-$1.97K	0.27%	96
2024 Q1	$233K	Sell	3,248 -200	-6%	-$13.8K	0.28%	89
2023 Q4	$242K	Buy	+3,448	New	+$237K	0.32%	84

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

Saxony Capital Management's SO Position: Q2 2026 in Review

Saxony Capital Management reduced its Southern Company (SO) stake by 6.6% in Q2 2026, selling an estimated $17K and leaving 2,567 shares worth $246K. The position accounts for 0.11% of the portfolio, ranked #145.

Saxony Capital Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $291K in Q3 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Saxony Capital Management held 2,567 shares of Southern Company worth $246K as of Q2 2026.
Saxony Capital Management sold 181 Southern Company shares in Q2 2026, an estimated $17K.
Southern Company made up 0.11% of Saxony Capital Management's portfolio in Q2 2026, its #145 holding.
Saxony Capital Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Saxony Capital Management's Southern Company position peaked at $291K in Q3 2024.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.