Smith Thornton Advisors’s Southern Company SO Stock Holding History

Smith Thornton 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	$1.78M	Buy	18,469 +861	+5%	+$81.1K	0.79%	35
2026 Q1	$1.7M	Buy	17,608 +598	+4%	+$55.3K	0.86%	33
2025 Q4	$1.48M	Buy	17,010 +4	+0%	+$365	0.75%	42
2025 Q3	$1.61M	Buy	17,006 +21	+0.1%	+$1.96K	0.85%	34
2025 Q2	$1.56M	Sell	16,985 -907	-5%	-$81.5K	0.9%	31
2025 Q1	$1.65M	Buy	17,892 +132	+0.7%	+$11.4K	1.02%	30
2024 Q4	$1.46M	Buy	17,760 +1,041	+6%	+$91.3K	0.92%	35
2024 Q3	$1.51M	Buy	16,719 +3,424	+26%	+$292K	0.99%	31
2024 Q2	$1.03M	Buy	+13,295	New	+$1.01M	0.76%	45

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

Smith Thornton Advisors's SO Position: Q2 2026 in Review

Smith Thornton Advisors increased its Southern Company (SO) stake by 4.9% in Q2 2026, buying an estimated $81.1K and bringing the position to 18,469 shares worth $1.78M. The position accounts for 0.79% of the portfolio, ranked #35.

Smith Thornton Advisors first reported a position in SO in Q2 2024 and has held it in 9 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Smith Thornton Advisors held 18,469 shares of Southern Company worth $1.78M as of Q2 2026.
Smith Thornton Advisors bought 861 Southern Company shares in Q2 2026, an estimated $81.1K.
Southern Company made up 0.79% of Smith Thornton Advisors's portfolio in Q2 2026, its #35 holding.
Smith Thornton Advisors first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.