Titleist Asset Management’s Southern Company SO Stock Holding History

Titleist Asset 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	$460K	Buy	4,802 +178	+4%	+$16.8K	0.03%	281
2026 Q1	$446K	Buy	4,624 +117	+3%	+$10.8K	0.03%	268
2025 Q4	$393K	Buy	4,507 +2,283	+103%	+$208K	0.03%	260
2025 Q3	$211K	Buy	2,224 +10	+0.5%	+$934	0.02%	304
2025 Q2	$203K	Sell	2,214 -28	-1%	-$2.52K	0.02%	308
2025 Q1	$206K	Buy	+2,242	New	+$194K	0.02%	283
2024 Q4	–	Sell	-2,421	Closed	-$218K	–	327
2024 Q3	$218K	Buy	+2,421	New	+$207K	0.03%	261

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Titleist Asset Management's SO Position: Q2 2026 in Review

Titleist Asset Management increased its Southern Company (SO) stake by 3.8% in Q2 2026, buying an estimated $16.8K and bringing the position to 4,802 shares worth $460K. The position accounts for 0.03% of the portfolio, ranked #281.

Titleist Asset Management first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Titleist Asset Management held 4,802 shares of Southern Company worth $460K as of Q2 2026.
Titleist Asset Management bought 178 Southern Company shares in Q2 2026, an estimated $16.8K.
Southern Company made up 0.03% of Titleist Asset Management's portfolio in Q2 2026, its #281 holding.
Titleist Asset Management first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.