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Traveka Wealth’s Southern Company SO Stock Holding History

Traveka 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 		$230K Buy
2,404
+69
+3% +$6.5K 0.08% 171
2026
Q1 		$225K Sell
2,335
-30
-1% -$2.77K 0.09% 163
2025
Q4 		$206K Sell
2,365
-209
-8% -$19.1K 0.08% 173
2025
Q3 		$244K Buy
2,574
+85
+3% +$7.93K 0.11% 143
2025
Q2 		$229K Sell
2,489
-49
-2% -$4.4K 0.12% 126
2025
Q1 		$233K Buy
+2,538
New +$220K 0.13% 124

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Traveka Wealth's SO Position: Q2 2026 in Review

Traveka Wealth increased its Southern Company (SO) stake by 3% in Q2 2026, buying an estimated $6.5K and bringing the position to 2,404 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #171.

Traveka Wealth first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $244K in Q3 2025. 1,229 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Traveka Wealth held 2,404 shares of Southern Company worth $230K as of Q2 2026.
  • Traveka Wealth bought 69 Southern Company shares in Q2 2026, an estimated $6.5K.
  • Southern Company made up 0.08% of Traveka Wealth's portfolio in Q2 2026, its #171 holding.
  • Traveka Wealth first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • Traveka Wealth's Southern Company position peaked at $244K in Q3 2025.
  • 1,229 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.