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TrueWealth Advisors’s Southern Company SO Stock Holding History

TrueWealth 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 		$3.88M Sell
40,489
-1,740
-4% -$164K 0.87% 22
2026
Q1 		$4.08M Sell
42,229
-1,667
-4% -$154K 1.03% 17
2025
Q4 		$3.83M Sell
43,896
-1
-0% -$91 0.99% 22
2025
Q3 		$4.16M Buy
43,897
+551
+1% +$51.4K 1.13% 17
2025
Q2 		$3.98M Buy
43,346
+1,664
+4% +$149K 1.18% 17
2025
Q1 		$3.83M Buy
41,682
+785
+2% +$68K 1.26% 18
2024
Q4 		$3.37M Sell
40,897
-123
-0.3% -$10.8K 1.12% 19
2024
Q3 		$3.7M Buy
41,020
+202
+0.5% +$17.3K 1.24% 17
2024
Q2 		$3.17M Buy
40,818
+2,431
+6% +$184K 1.17% 16
2024
Q1 		$2.75M Buy
38,387
+1,326
+4% +$91.5K 1.06% 21
2023
Q4 		$2.6M Buy
37,061
+12,932
+54% +$888K 1.01% 21
2023
Q3 		$1.56M Buy
24,129
+518
+2% +$36K 0.66% 32
2023
Q2 		$1.66M Buy
23,611
+3,225
+16% +$231K 0.68% 33
2023
Q1 		$1.42M Buy
20,386
+1,350
+7% +$90.9K 0.6% 38
2022
Q4 		$1.36M Buy
19,036
+2,923
+18% +$195K 0.59% 37
2022
Q3 		$1.1M Sell
16,113
-374
-2% -$28.3K 0.52% 37
2022
Q2 		$1.18M Buy
16,487
+3,968
+32% +$291K 0.55% 39
2022
Q1 		$859K Hold
12,519
– – 0.39% 56
2021
Q4 		$859K Buy
12,519
+3,559
+40% +$227K 0.39% 56
2021
Q3 		$555K Buy
8,960
+30
+0.3% +$1.93K 0.31% 69
2021
Q2 		$540K Buy
8,930
+884
+11% +$56.5K 0.32% 64
2021
Q1 		$532K Buy
8,046
+1,497
+23% +$89.6K 0.35% 61
2020
Q4 		$401K Buy
+6,549
New +$394K 0.34% 56

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

TrueWealth Advisors's SO Position: Q2 2026 in Review

TrueWealth Advisors reduced its Southern Company (SO) stake by 4.1% in Q2 2026, selling an estimated $164K and leaving 40,489 shares worth $3.88M. The position accounts for 0.87% of the portfolio, ranked #22.

TrueWealth Advisors first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.16M in Q3 2025. 676 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • TrueWealth Advisors held 40,489 shares of Southern Company worth $3.88M as of Q2 2026.
  • TrueWealth Advisors sold 1,740 Southern Company shares in Q2 2026, an estimated $164K.
  • Southern Company made up 0.87% of TrueWealth Advisors's portfolio in Q2 2026, its #22 holding.
  • TrueWealth Advisors first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • TrueWealth Advisors's Southern Company position peaked at $4.16M in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.