Slagle Financial’s Southern Company SO Stock Holding History

Slagle Financial’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	$488K	Sell	5,098 -29,705	-85%	-$2.8M	0.15%	85
2026 Q1	$3.36M	Buy	34,803 +1,297	+4%	+$120K	1.11%	39
2025 Q4	$2.92M	Buy	33,506 +359	+1%	+$32.8K	1.02%	42
2025 Q3	$3.14M	Buy	33,147 +1,105	+3%	+$103K	1.15%	34
2025 Q2	$2.94M	Buy	32,042 +27,077	+545%	+$2.43M	1.19%	29
2025 Q1	$457K	Sell	4,965 -347	-7%	-$30K	0.2%	70
2024 Q4	$437K	Sell	5,312 -89	-2%	-$7.81K	0.2%	72
2024 Q3	$487K	Sell	5,401 -1,101	-17%	-$94K	0.22%	72
2024 Q2	$504K	Sell	6,502 -397	-6%	-$30.1K	0.26%	72
2024 Q1	$495K	Sell	6,899 -7,351	-52%	-$507K	0.27%	71
2023 Q4	$500K	Buy	14,250 +6,682	+88%	+$459K	0.29%	65
2023 Q3	$490K	Sell	7,568 -870	-10%	-$60.4K	0.3%	69
2023 Q2	$593K	Buy	+8,438	New	+$605K	0.37%	66

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

Slagle Financial's SO Position: Q2 2026 in Review

Slagle Financial reduced its Southern Company (SO) stake by 85% in Q2 2026, selling an estimated $2.8M and leaving 5,098 shares worth $488K. The position accounts for 0.15% of the portfolio, ranked #85.

Slagle Financial first reported a position in SO in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.36M in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Slagle Financial held 5,098 shares of Southern Company worth $488K as of Q2 2026.
Slagle Financial sold 29,705 Southern Company shares in Q2 2026, an estimated $2.8M.
Southern Company made up 0.15% of Slagle Financial's portfolio in Q2 2026, its #85 holding.
Slagle Financial first reported a position in Southern Company in Q2 2023 and has held it in 13 quarters since.
Slagle Financial's Southern Company position peaked at $3.36M in Q1 2026.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.