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Summit Financial Wealth Advisors’s Southern Company SO Stock Holding History

Summit Financial Wealth Advisors’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 		$573K Buy
5,990
+431
+8% +$40.6K 0.07% 115
2026
Q1 		$537K Sell
5,559
-2
-0% -$185 0.08% 114
2025
Q4 		$485K Buy
5,561
+228
+4% +$20.8K 0.07% 109
2025
Q3 		$506K Buy
5,333
+136
+3% +$12.7K 0.08% 105
2025
Q2 		$477K Sell
5,197
-150
-3% -$13.5K 0.09% 96
2025
Q1 		$492K Sell
5,347
-150
-3% -$13K 0.1% 89
2024
Q4 		$462K Sell
5,497
-203
-4% -$17.8K 0.09% 96
2024
Q3 		$514K Hold
5,700
– – 0.1% 86
2024
Q2 		$442K Sell
5,700
-1,021
-15% -$77.4K 0.09% 84
2024
Q1 		$482K Buy
6,721
+321
+5% +$22.2K 0.1% 82
2023
Q4 		$449K Buy
6,400
+50
+0.8% +$3.43K 0.1% 84
2023
Q3 		$436K Buy
6,350
+1,000
+19% +$69.4K 0.11% 78
2023
Q2 		$376K Hold
5,350
– – 0.09% 90
2023
Q1 		$372K Hold
5,350
– – 0.09% 94
2022
Q4 		$382K Hold
5,350
– – 0.09% 92
2022
Q3 		$349K Sell
5,350
-50
-0.9% -$3.79K 0.1% 87
2022
Q2 		$393K Buy
5,400
+200
+4% +$14.7K 0.09% 91
2022
Q1 		$377K Hold
5,200
– – 0.08% 96
2021
Q4 		$354K Hold
5,200
– – 0.07% 100
2021
Q3 		$322K Hold
5,200
– – 0.07% 97
2021
Q2 		$315K Sell
5,200
-100
-2% -$6.39K 0.07% 98
2021
Q1 		$326K Hold
5,300
– – 0.08% 83
2020
Q4 		$287K Sell
5,300
-300
-5% -$18K 0.08% 86
2020
Q3 		$330K Hold
5,600
– – 0.09% 87
2020
Q2 		$297K Hold
5,600
– – 0.08% 93
2020
Q1 		$310K Hold
5,600
– – 0.1% 91
2019
Q4 		$391K Sell
5,600
-1,024
-15% -$63.5K 0.1% 103
2019
Q3 		$408K Hold
6,624
– – 0.1% 109
2019
Q2 		$366K Hold
6,624
– – 0.09% 113
2019
Q1 		$341K Hold
6,624
– – 0.09% 101
2018
Q4 		$291K Sell
6,624
-671
-9% -$30.5K 0.09% 99
2018
Q3 		$322K Buy
7,295
+2,594
+55% +$120K 0.1% 100
2018
Q2 		$210K Hold
4,701
– – 0.07% 126
2018
Q1 		$210K Sell
4,701
-283
-6% -$12.6K 0.07% 135
2017
Q4 		$240K Sell
4,984
-17
-0.3% -$866 0.08% 122
2017
Q3 		$246K Sell
5,001
-10,140
-67% -$492K 0.09% 119
2017
Q2 		$725K Sell
15,141
-225
-1% -$11.3K 0.29% 77
2017
Q1 		$765K Sell
15,366
-9,352
-38% -$462K 0.33% 72
2016
Q4 		$1.22M Buy
24,718
+320
+1% +$15.7K 0.53% 52
2016
Q3 		$1.25M Sell
24,398
-13,492
-36% -$711K 0.54% 49
2016
Q2 		$2.03M Sell
37,890
-650
-2% -$32.7K 0.85% 36
2016
Q1 		$1.99M Buy
38,540
+320
+0.8% +$15.6K 0.87% 35
2015
Q4 		$1.79M Buy
38,220
+2,452
+7% +$111K 0.82% 38
2015
Q3 		$1.6M Sell
35,768
-50
-0.1% -$2.19K 1.03% 33
2015
Q2 		$1.5M Sell
35,818
-1,995
-5% -$86.9K 0.93% 32
2015
Q1 		$1.64M Sell
37,813
-5,872
-13% -$279K 1.11% 29
2014
Q4 		$2.15M Buy
+43,685
New +$2.06M 1.49% 25

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

Summit Financial Wealth Advisors's SO Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Southern Company (SO) stake by 7.8% in Q2 2026, buying an estimated $40.6K and bringing the position to 5,990 shares worth $573K. The position accounts for 0.07% of the portfolio, ranked #115.

Summit Financial Wealth Advisors first reported a position in SO in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.15M in Q4 2014. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Summit Financial Wealth Advisors held 5,990 shares of Southern Company worth $573K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 431 Southern Company shares in Q2 2026, an estimated $40.6K.
  • Southern Company made up 0.07% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #115 holding.
  • Summit Financial Wealth Advisors first reported a position in Southern Company in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Wealth Advisors's Southern Company position peaked at $2.15M in Q4 2014.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.