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Smallwood Wealth Investment Management’s Southern Company SO Stock Holding History

Smallwood Wealth Investment 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 		$125K Hold
1,310
– – 0.05% 123
2026
Q1 		$126K Hold
1,310
– – 0.07% 107
2025
Q4 		$114K Hold
1,310
– – 0.06% 113
2025
Q3 		$124K Hold
1,310
– – 0.06% 112
2025
Q2 		$120K Hold
1,310
– – 0.07% 106
2025
Q1 		$120K Buy
+1,310
New +$113K 0.08% 101

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

Smallwood Wealth Investment Management's SO Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Southern Company (SO) position steady in Q2 2026 at 1,310 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #123.

Smallwood Wealth Investment Management first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $126K in Q1 2026. 837 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,310 shares of Southern Company worth $125K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #123 holding.
  • Smallwood Wealth Investment Management first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Southern Company position peaked at $126K in Q1 2026.
  • 837 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.