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Soltis Investment Advisors’s Southern Company SO Stock Holding History

Soltis 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 		$448K Buy
4,681
+191
+4% +$18K 0.02% 382
2026
Q1 		$433K Sell
4,490
-91
-2% -$8.42K 0.03% 370
2025
Q4 		$399K Sell
4,581
-38
-0.8% -$3.47K 0.03% 358
2025
Q3 		$438K Buy
4,619
+923
+25% +$86.2K 0.03% 319
2025
Q2 		$339K Buy
3,696
+741
+25% +$66.6K 0.03% 300
2025
Q1 		$272K Sell
2,955
-346
-10% -$30K 0.02% 315
2024
Q4 		$272K Buy
3,301
+278
+9% +$24.4K 0.03% 305
2024
Q3 		$273K Buy
3,023
+431
+17% +$36.8K 0.03% 292
2024
Q2 		$201K Buy
+2,592
New +$196K 0.02% 317
2022
Q2 		– Sell
-5,277
Closed -$383K – 264
2022
Q1 		$383K Sell
5,277
-28,190
-84% -$1.91M 0.05% 183
2021
Q4 		$2.29M Buy
33,467
+2,465
+8% +$157K 0.32% 67
2021
Q3 		$1.92M Buy
31,002
+1,927
+7% +$124K 0.3% 69
2021
Q2 		$1.76M Buy
29,075
+4,290
+17% +$274K 0.28% 79
2021
Q1 		$1.54M Buy
24,785
+5,480
+28% +$328K 0.28% 72
2020
Q4 		$1.19M Buy
19,305
+3,657
+23% +$220K 0.22% 78
2020
Q3 		$848K Buy
15,648
+4,786
+44% +$256K 0.2% 88
2020
Q2 		$563K Buy
10,862
+4,819
+80% +$268K 0.15% 108
2020
Q1 		$327K Buy
6,043
+869
+17% +$55.1K 0.1% 108
2019
Q4 		$330K Buy
+5,174
New +$321K 0.06% 112

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Soltis Investment Advisors's SO Position: Q2 2026 in Review

Soltis Investment Advisors increased its Southern Company (SO) stake by 4.3% in Q2 2026, buying an estimated $18K and bringing the position to 4,681 shares worth $448K. The position accounts for 0.02% of the portfolio, ranked #382.

Soltis Investment Advisors first reported a position in SO in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.29M in Q4 2021. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Soltis Investment Advisors held 4,681 shares of Southern Company worth $448K as of Q2 2026.
  • Soltis Investment Advisors bought 191 Southern Company shares in Q2 2026, an estimated $18K.
  • Southern Company made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #382 holding.
  • Soltis Investment Advisors first reported a position in Southern Company in Q4 2019 and has held it in 19 quarters since.
  • Soltis Investment Advisors's Southern Company position peaked at $2.29M in Q4 2021.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.