Signature Estate & Investment Advisors’s Southern Company SO Stock Holding History

Signature Estate & Investment 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	$283K	Sell	2,959 -392	-12%	-$36.9K	0.01%	557
2026 Q1	$323K	Buy	3,351 +240	+8%	+$22.2K	0.01%	520
2025 Q4	$271K	Sell	3,111 -291	-9%	-$26.6K	0.01%	522
2025 Q3	$322K	Sell	3,402 -451	-12%	-$42.1K	0.01%	472
2025 Q2	$354K	Buy	3,853 +357	+10%	+$32.1K	0.01%	420
2025 Q1	$321K	Buy	+3,496	New	+$303K	0.01%	426
2017 Q2	–	Sell	-2,643	Closed	-$132K	–	179
2017 Q1	$132K	Buy	+2,643	New	+$131K	0.02%	165

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Signature Estate & Investment Advisors's SO Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Southern Company (SO) stake by 12% in Q2 2026, selling an estimated $36.9K and leaving 2,959 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #557.

Signature Estate & Investment Advisors first reported a position in SO in Q1 2017 and has held it in 7 quarters since. The position peaked at $354K in Q2 2025. 1,330 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Signature Estate & Investment Advisors held 2,959 shares of Southern Company worth $283K as of Q2 2026.
Signature Estate & Investment Advisors sold 392 Southern Company shares in Q2 2026, an estimated $36.9K.
Southern Company made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #557 holding.
Signature Estate & Investment Advisors first reported a position in Southern Company in Q1 2017 and has held it in 7 quarters since.
Signature Estate & Investment Advisors's Southern Company position peaked at $354K in Q2 2025.
1,330 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.