Searcy Financial Services’s Southern Company SO Stock Holding History

Searcy Financial Services’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	$201K	Sell	2,101 -90	-4%	-$8.47K	0.07%	26
2026 Q1	$211K	Sell	2,191 -224	-9%	-$20.7K	0.08%	24
2025 Q4	$211K	Sell	2,415 -379	-14%	-$34.6K	0.08%	23
2025 Q3	$265K	Hold	2,794	–	–	0.1%	22
2025 Q2	$257K	Sell	2,794 -224	-7%	-$20.1K	0.1%	23
2025 Q1	$278K	Sell	3,018 -162	-5%	-$14K	0.12%	22
2024 Q4	$262K	Hold	3,180	–	–	0.12%	22
2024 Q3	$287K	Hold	3,180	–	–	0.13%	22
2024 Q2	$247K	Hold	3,180	–	–	0.12%	22
2024 Q1	$228K	Hold	3,180	–	–	0.12%	22
2023 Q4	$223K	Hold	3,180	–	–	0.12%	19
2023 Q3	$206K	Buy	+3,180	New	+$221K	0.12%	19

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Searcy Financial Services's SO Position: Q2 2026 in Review

Searcy Financial Services reduced its Southern Company (SO) stake by 4.1% in Q2 2026, selling an estimated $8.47K and leaving 2,101 shares worth $201K. The position accounts for 0.07% of the portfolio, ranked #26.

Searcy Financial Services first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $287K in Q3 2024. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Searcy Financial Services held 2,101 shares of Southern Company worth $201K as of Q2 2026.
Searcy Financial Services sold 90 Southern Company shares in Q2 2026, an estimated $8.47K.
Southern Company made up 0.07% of Searcy Financial Services's portfolio in Q2 2026, its #26 holding.
Searcy Financial Services first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
Searcy Financial Services's Southern Company position peaked at $287K in Q3 2024.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.