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StrongBox Wealth’s Southern Company SO Stock Holding History

StrongBox Wealth’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 		$28.7K Buy
+300
New +$28.2K 0.01% 203
2020
Q2 		– Sell
-3,978
Closed -$215K – 88
2020
Q1 		$215K Buy
+3,978
New +$252K 0.24% 75

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

StrongBox Wealth's SO Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Southern Company (SO) in Q2 2026: 300 shares worth $28.7K. The stake represents 0.01% of the portfolio and ranks #203 among its holdings. This is a return to the name: StrongBox Wealth previously reported a position in SO as recently as Q1 2020.

StrongBox Wealth first reported a position in SO in Q1 2020 and has held it in 2 quarters since. The position peaked at $215K in Q1 2020. 738 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • StrongBox Wealth held 300 shares of Southern Company worth $28.7K as of Q2 2026.
  • Southern Company was a new StrongBox Wealth position in Q2 2026.
  • Southern Company made up 0.01% of StrongBox Wealth's portfolio in Q2 2026, its #203 holding.
  • StrongBox Wealth first reported a position in Southern Company in Q1 2020 and has held it in 2 quarters since.
  • StrongBox Wealth's Southern Company position peaked at $215K in Q1 2020.
  • 738 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.