Seelaus Asset Management’s Southern Company SO Stock Holding History

Seelaus Asset 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	$449K	Sell	4,696 -227	-5%	-$21.4K	0.32%	93
2026 Q1	$475K	Buy	4,923 +115	+2%	+$10.6K	0.34%	85
2025 Q4	$419K	Buy	4,808 +15	+0.3%	+$1.37K	0.33%	91
2025 Q3	$454K	Buy	4,793 +280	+6%	+$26.1K	0.36%	83
2025 Q2	$414K	Hold	4,513	–	–	0.37%	85
2025 Q1	$415K	Hold	4,513	–	–	0.4%	81
2024 Q4	$372K	Hold	4,513	–	–	0.34%	91
2024 Q3	$407K	Buy	4,513 +150	+3%	+$12.8K	0.37%	87
2024 Q2	$338K	Sell	4,363 -150	-3%	-$11.4K	0.34%	95
2024 Q1	$324K	Hold	4,513	–	–	0.32%	100
2023 Q4	$316K	Hold	4,513	–	–	0.31%	111
2023 Q3	$292K	Hold	4,513	–	–	0.33%	112
2023 Q2	$317K	Hold	4,513	–	–	0.25%	133
2023 Q1	$328K	Sell	4,513 -97	-2%	-$6.53K	0.25%	131
2022 Q4	$329K	Hold	4,610	–	–	0.25%	134
2022 Q3	$313K	Hold	4,610	–	–	0.25%	134
2022 Q2	$329K	Hold	4,610	–	–	0.24%	134
2022 Q1	$334K	Hold	4,610	–	–	0.2%	162
2021 Q4	$316K	Hold	4,610	–	–	0.17%	173
2021 Q3	$286K	Hold	4,610	–	–	0.17%	189
2021 Q2	$279K	Sell	4,610 -250	-5%	-$16K	0.16%	197
2021 Q1	$302K	Hold	4,860	–	–	0.19%	156
2020 Q4	$299K	Hold	4,860	–	–	0.22%	134
2020 Q3	$264K	Hold	4,860	–	–	0.21%	125
2020 Q2	$252K	Buy	4,860 +1,000	+26%	+$55.6K	0.23%	122
2020 Q1	$209K	Sell	3,860 -125	-3%	-$7.92K	0.25%	106
2019 Q4	$254K	Hold	3,985	–	–	0.21%	132
2019 Q3	$246K	Sell	3,985 -300	-7%	-$17.4K	0.22%	125
2019 Q2	$237K	Sell	4,285 -80	-2%	-$4.28K	0.21%	128
2019 Q1	$226K	Buy	+4,365	New	+$214K	0.21%	132
2018 Q3	–	Sell	-4,365	Closed	-$202K	–	187
2018 Q2	$202K	Buy	+4,365	New	+$195K	0.18%	153

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

Seelaus Asset Management's SO Position: Q2 2026 in Review

Seelaus Asset Management reduced its Southern Company (SO) stake by 4.6% in Q2 2026, selling an estimated $21.4K and leaving 4,696 shares worth $449K. The position accounts for 0.32% of the portfolio, ranked #93.

Seelaus Asset Management first reported a position in SO in Q2 2018 and has held it in 31 quarters since. The position peaked at $475K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Seelaus Asset Management held 4,696 shares of Southern Company worth $449K as of Q2 2026.
Seelaus Asset Management sold 227 Southern Company shares in Q2 2026, an estimated $21.4K.
Southern Company made up 0.32% of Seelaus Asset Management's portfolio in Q2 2026, its #93 holding.
Seelaus Asset Management first reported a position in Southern Company in Q2 2018 and has held it in 31 quarters since.
Seelaus Asset Management's Southern Company position peaked at $475K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Seelaus Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.