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Sound Income Strategies’s Southern Company SO Stock Holding History

Sound Income Strategies’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 		$472K Sell
4,930
-2,023
-29% -$190K 0.02% 299
2026
Q1 		$674K Sell
6,953
-5,174
-43% -$479K 0.03% 218
2025
Q4 		$1.08M Buy
12,127
+8,854
+271% +$808K 0.05% 182
2025
Q3 		$315K Sell
3,273
-7,846
-71% -$732K 0.02% 233
2025
Q2 		$1.02M Buy
11,119
+7,887
+244% +$708K 0.06% 147
2025
Q1 		$297K Sell
3,232
-4,244
-57% -$367K 0.02% 229
2024
Q4 		$615K Buy
7,476
+521
+7% +$45.7K 0.04% 160
2024
Q3 		$627K Sell
6,955
-6
-0.1% -$513 0.04% 155
2024
Q2 		$540K Buy
6,961
+20
+0.3% +$1.52K 0.03% 158
2024
Q1 		$498K Buy
6,941
+306
+5% +$21.1K 0.04% 157
2023
Q4 		$465K Sell
6,635
-94
-1% -$6.46K 0.04% 138
2023
Q3 		$435K Buy
6,729
+2,172
+48% +$151K 0.04% 121
2023
Q2 		$320K Buy
4,557
+1
+0% +$72 0.03% 125
2023
Q1 		$317K Sell
4,556
-1,253
-22% -$84.4K 0.03% 125
2022
Q4 		$415K Buy
5,809
+4,122
+244% +$276K 0.05% 109
2022
Q3 		$115K Sell
1,687
-23
-1% -$1.74K 0.02% 161
2022
Q2 		$122K Buy
1,710
+2
+0.1% +$147 0.02% 157
2022
Q1 		$124K Buy
1,708
+32
+2% +$2.17K 0.01% 157
2021
Q4 		$115K Buy
1,676
+1,240
+284% +$79.1K 0.01% 164
2021
Q3 		$27K Sell
436
-55
-11% -$3.54K ﹤0.01% 302
2021
Q2 		$30K Sell
491
-2,599
-84% -$166K ﹤0.01% 295
2021
Q1 		$192K Sell
3,090
-124
-4% -$7.42K 0.03% 126
2020
Q4 		$197K Buy
3,214
+1
+0% +$60 0.04% 114
2020
Q3 		$174K Sell
3,213
-46
-1% -$2.46K 0.05% 95
2020
Q2 		$169K Buy
3,259
+1,086
+50% +$60.4K 0.05% 75
2020
Q1 		$118K Buy
2,173
+118
+6% +$7.47K 0.04% 78
2019
Q4 		$131K Buy
2,055
+3
+0.1% +$186 0.04% 71
2019
Q3 		$127K Sell
2,052
-1,056
-34% -$61.2K 0.04% 72
2019
Q2 		$172K Buy
3,108
+72
+2% +$3.85K 0.06% 63
2019
Q1 		$157K Sell
3,036
-387
-11% -$19K 0.07% 68
2018
Q4 		$150K Buy
3,423
+568
+20% +$25.8K 0.08% 64
2018
Q3 		$124K Buy
2,855
+1,299
+83% +$59.9K 0.06% 75
2018
Q2 		$72K Sell
1,556
-297
-16% -$13.3K 0.04% 80
2018
Q1 		$83K Buy
1,853
+1,701
+1,119% +$75.5K 0.05% 74
2017
Q4 		$7K Buy
+152
New +$7.75K ﹤0.01% 286

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

Sound Income Strategies's SO Position: Q2 2026 in Review

Sound Income Strategies reduced its Southern Company (SO) stake by 29% in Q2 2026, selling an estimated $190K and leaving 4,930 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #299.

Sound Income Strategies first reported a position in SO in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.08M in Q4 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sound Income Strategies held 4,930 shares of Southern Company worth $472K as of Q2 2026.
  • Sound Income Strategies sold 2,023 Southern Company shares in Q2 2026, an estimated $190K.
  • Southern Company made up 0.02% of Sound Income Strategies's portfolio in Q2 2026, its #299 holding.
  • Sound Income Strategies first reported a position in Southern Company in Q4 2017 and has held it in 35 quarters since.
  • Sound Income Strategies's Southern Company position peaked at $1.08M in Q4 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.