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Spire Wealth Management’s Southern Company SO Stock Holding History

Spire Wealth 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 		$1.76M Buy
18,393
+38
+0.2% +$3.58K 0.05% 295
2026
Q1 		$1.77M Buy
18,355
+5,954
+48% +$551K 0.06% 280
2025
Q4 		$1.08M Buy
12,401
+300
+2% +$27.4K 0.04% 377
2025
Q3 		$1.15M Sell
12,101
-369
-3% -$34.4K 0.04% 356
2025
Q2 		$1.14M Sell
12,470
-1,291
-9% -$116K 0.04% 339
2025
Q1 		$1.27M Buy
13,761
+335
+2% +$29K 0.04% 351
2024
Q4 		$1.11M Sell
13,426
-7,527
-36% -$660K 0.03% 370
2024
Q3 		$1.89M Buy
20,953
+7,796
+59% +$666K 0.06% 246
2024
Q2 		$1.02M Sell
13,157
-997
-7% -$75.6K 0.04% 335
2024
Q1 		$1.02M Buy
14,154
+709
+5% +$48.9K 0.02% 373
2023
Q4 		$927K Buy
13,445
+10,216
+316% +$702K 0.03% 381
2023
Q3 		$209K Sell
3,229
-288
-8% -$20K 0.01% 699
2023
Q2 		$247K Buy
3,517
+71
+2% +$5.09K 0.01% 664
2023
Q1 		$240K Sell
3,446
-656
-16% -$44.2K 0.01% 676
2022
Q4 		$293K Buy
4,102
+475
+13% +$31.8K 0.02% 466
2022
Q3 		$247K Sell
3,627
-15,056
-81% -$1.14M 0.02% 477
2022
Q2 		$1.33M Sell
18,683
-6,450
-26% -$474K 0.05% 275
2022
Q1 		$1.82M Sell
25,133
-21,641
-46% -$1.47M 0.05% 291
2021
Q4 		$3.21M Buy
46,774
+29,783
+175% +$1.9M 0.07% 233
2021
Q3 		$1.05M Sell
16,991
-2,260
-12% -$146K 0.03% 398
2021
Q2 		$1.17M Sell
19,251
-23,455
-55% -$1.5M 0.03% 385
2021
Q1 		$2.63M Buy
+42,706
New +$2.56M 0.07% 233

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

Spire Wealth Management's SO Position: Q2 2026 in Review

Spire Wealth Management increased its Southern Company (SO) stake by 0.21% in Q2 2026, buying an estimated $3.58K and bringing the position to 18,393 shares worth $1.76M. The position accounts for 0.05% of the portfolio, ranked #295.

Spire Wealth Management first reported a position in SO in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.21M in Q4 2021. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Spire Wealth Management held 18,393 shares of Southern Company worth $1.76M as of Q2 2026.
  • Spire Wealth Management bought 38 Southern Company shares in Q2 2026, an estimated $3.58K.
  • Southern Company made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Spire Wealth Management first reported a position in Southern Company in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Southern Company position peaked at $3.21M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.