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SJS Investment Consulting’s Southern Company SO Stock Holding History

SJS Investment Consulting’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 		$27.9K Buy
292
+65
+29% +$6.12K ﹤0.01% 664
2026
Q1 		$21.9K Buy
227
+112
+97% +$10.4K ﹤0.01% 648
2025
Q4 		$10K Hold
115
– – ﹤0.01% 785
2025
Q3 		$10.9K Hold
115
– – ﹤0.01% 611
2025
Q2 		$10.6K Sell
115
-11
-9% -$988 ﹤0.01% 338
2025
Q1 		$11.6K Hold
126
– – ﹤0.01% 341
2024
Q4 		$10.4K Buy
126
+2
+2% +$175 ﹤0.01% 347
2024
Q3 		$11.2K Sell
124
-200
-62% -$17.1K ﹤0.01% 358
2024
Q2 		$25.1K Hold
324
– – ﹤0.01% 247
2024
Q1 		$23.2K Buy
324
+300
+1,250% +$20.7K ﹤0.01% 267
2023
Q4 		$1.68K Sell
24
-3
-11% -$206 ﹤0.01% 738
2023
Q3 		$1.75K Buy
27
+3
+13% +$208 ﹤0.01% 693
2023
Q2 		$1.69K Buy
24
+6
+33% +$430 ﹤0.01% 670
2023
Q1 		$1.25K Sell
18
-5
-22% -$337 ﹤0.01% 793
2022
Q4 		$1.64K Buy
23
+12
+109% +$802 ﹤0.01% 714
2022
Q3 		$1K Buy
+11
New +$833 ﹤0.01% 901

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SJS Investment Consulting's SO Position: Q2 2026 in Review

SJS Investment Consulting increased its Southern Company (SO) stake by 29% in Q2 2026, buying an estimated $6.12K and bringing the position to 292 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

SJS Investment Consulting first reported a position in SO in Q3 2022 and has held it in 16 quarters since. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • SJS Investment Consulting held 292 shares of Southern Company worth $27.9K as of Q2 2026.
  • SJS Investment Consulting bought 65 Southern Company shares in Q2 2026, an estimated $6.12K.
  • Southern Company made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #664 holding.
  • SJS Investment Consulting first reported a position in Southern Company in Q3 2022 and has held it in 16 quarters since.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.