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Strategic Investment Solutions’s Southern Company SO Stock Holding History

Strategic Investment Solutions’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 		$85K Sell
888
-354
-29% -$33.3K 0.02% 222
2026
Q1 		$120K Buy
1,242
+132
+12% +$12.2K 0.03% 181
2025
Q4 		$96.8K Buy
1,110
+645
+139% +$58.9K 0.02% 191
2025
Q3 		$44K Sell
465
-5
-1% -$467 0.01% 224
2025
Q2 		$43.2K Sell
470
-3
-0.6% -$269 0.01% 225
2025
Q1 		$43.5K Buy
473
+7
+2% +$606 0.01% 214
2024
Q4 		$34.4K Sell
466
-13
-3% -$1.14K 0.01% 253
2024
Q3 		$43.2K Sell
479
-363
-43% -$31K 0.01% 205
2024
Q2 		$59.5K Buy
+842
New +$63.8K 0.02% 172
2023
Q4 		$33.3K Sell
474
-9,313
-95% -$640K 0.01% 565
2023
Q3 		$680K Buy
9,787
+9,173
+1,494% +$637K 0.01% 361
2023
Q2 		$42.5K Sell
614
-576
-48% -$41.3K 0.01% 331
2023
Q1 		$82.7K Buy
+1,190
New +$80.1K 0.02% 280

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

Strategic Investment Solutions's SO Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Southern Company (SO) stake by 29% in Q2 2026, selling an estimated $33.3K and leaving 888 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #222.

Strategic Investment Solutions first reported a position in SO in Q1 2023 and has held it in 13 quarters since. The position peaked at $680K in Q3 2023. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Strategic Investment Solutions held 888 shares of Southern Company worth $85K as of Q2 2026.
  • Strategic Investment Solutions sold 354 Southern Company shares in Q2 2026, an estimated $33.3K.
  • Southern Company made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #222 holding.
  • Strategic Investment Solutions first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Southern Company position peaked at $680K in Q3 2023.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.