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Southern Financial Group’s Southern Company SO Stock Holding History

Southern Financial Group’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 		$35.1M Sell
366,432
-1,447
-0.4% -$136K 8.95% 6
2026
Q1 		$35.5M Sell
367,879
-3,087
-0.8% -$286K 9.92% 4
2025
Q4 		$32.3M Buy
+370,966
New +$33.9M 9.26% 6

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Southern Financial Group's SO Position: Q2 2026 in Review

Southern Financial Group reduced its Southern Company (SO) stake by 0.39% in Q2 2026, selling an estimated $136K and leaving 366,432 shares worth $35.1M. The position accounts for 8.95% of the portfolio, ranked #6.

Southern Financial Group first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.5M in Q1 2026. 1,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Southern Financial Group held 366,432 shares of Southern Company worth $35.1M as of Q2 2026.
  • Southern Financial Group sold 1,447 Southern Company shares in Q2 2026, an estimated $136K.
  • Southern Company made up 8.95% of Southern Financial Group's portfolio in Q2 2026, its #6 holding.
  • Southern Financial Group first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's Southern Company position peaked at $35.5M in Q1 2026.
  • 1,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.