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Thurston Springer Miller Herd & Titak’s Southern Company SO Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$102K Buy
1,061
+232
+28% +$21.8K 0.04% 348
2026
Q1 		$80K Sell
829
-823
-50% -$76.1K 0.03% 438
2025
Q4 		$144K Buy
1,652
+1,402
+561% +$128K 0.05% 293
2025
Q3 		$23.7K Sell
250
-1,776
-88% -$166K 0.05% 276
2025
Q2 		$186K Buy
2,026
+547
+37% +$49.1K 0.02% 377
2025
Q1 		$136K Buy
1,479
+186
+14% +$16.1K 0.02% 405
2024
Q4 		$106K Buy
1,293
+200
+18% +$17.5K 0.02% 379
2024
Q3 		$98.6K Buy
1,093
+108
+11% +$9.22K 0.03% 408
2024
Q2 		$76.4K Buy
+985
New +$74.6K 0.02% 463

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Thurston Springer Miller Herd & Titak's SO Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Southern Company (SO) stake by 28% in Q2 2026, buying an estimated $21.8K and bringing the position to 1,061 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #348.

Thurston Springer Miller Herd & Titak first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $186K in Q2 2025. 933 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 1,061 shares of Southern Company worth $102K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak bought 232 Southern Company shares in Q2 2026, an estimated $21.8K.
  • Southern Company made up 0.04% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #348 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
  • Thurston Springer Miller Herd & Titak's Southern Company position peaked at $186K in Q2 2025.
  • 933 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.