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True Wealth Design’s Southern Company SO Stock Holding History

True Wealth Design’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 		$31.4K Buy
328
+237
+260% +$22.3K 0.01% 660
2026
Q1 		$8.78K Buy
91
+5
+6% +$463 ﹤0.01% 1014
2025
Q4 		$7.5K Sell
86
-21
-20% -$1.92K ﹤0.01% 945
2025
Q3 		$10.1K Buy
107
+5
+5% +$467 ﹤0.01% 828
2025
Q2 		$9.37K Buy
102
+11
+12% +$988 ﹤0.01% 605
2025
Q1 		$8.37K Buy
91
+49
+117% +$4.24K ﹤0.01% 526
2024
Q4 		$3.46K Buy
42
+14
+50% +$1.23K ﹤0.01% 609
2024
Q3 		$2.53K Hold
28
– – ﹤0.01% 723
2024
Q2 		$2.17K Buy
28
+7
+33% +$530 ﹤0.01% 355
2024
Q1 		$1.51K Buy
21
+9
+75% +$621 ﹤0.01% 385
2023
Q4 		$842 Hold
12
– – ﹤0.01% 380
2023
Q3 		$777 Hold
12
– – ﹤0.01% 350
2023
Q2 		$843 Hold
12
– – ﹤0.01% 348
2023
Q1 		$835 Hold
12
– – ﹤0.01% 432
2022
Q4 		$857 Buy
+12
New +$802 ﹤0.01% 357

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

True Wealth Design's SO Position: Q2 2026 in Review

True Wealth Design increased its Southern Company (SO) stake by 260% in Q2 2026, buying an estimated $22.3K and bringing the position to 328 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #660.

True Wealth Design first reported a position in SO in Q4 2022 and has held it in 15 quarters since. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • True Wealth Design held 328 shares of Southern Company worth $31.4K as of Q2 2026.
  • True Wealth Design bought 237 Southern Company shares in Q2 2026, an estimated $22.3K.
  • Southern Company made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #660 holding.
  • True Wealth Design first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.