TS Financial Group (TSFG)’s Southern Company SO Stock Holding History

TS Financial Group (TSFG)’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	$4K	Hold	44	–	–	﹤0.01%	726
2026 Q1	$4K	Hold	44	–	–	﹤0.01%	697
2025 Q4	$4K	Hold	44	–	–	﹤0.01%	693
2025 Q3	$4K	Buy	+44	New	+$4.11K	﹤0.01%	689
2024 Q4	–	Sell	-200	Closed	-$18K	–	815
2024 Q3	$18K	Hold	200	–	–	﹤0.01%	417
2024 Q2	$16K	Hold	200	–	–	﹤0.01%	418
2024 Q1	$14K	Sell	200 -4	-2%	-$276	﹤0.01%	437
2023 Q4	$14K	Hold	204	–	–	﹤0.01%	465
2023 Q3	$13K	Hold	204	–	–	﹤0.01%	494
2023 Q2	$14K	Buy	204 +4	+2%	+$287	0.01%	479
2023 Q1	$14K	Hold	200	–	–	0.01%	473
2022 Q4	$14K	Hold	200	–	–	0.01%	477
2022 Q3	$14K	Hold	200	–	–	0.01%	457
2022 Q2	$14K	Hold	200	–	–	0.01%	471
2022 Q1	$15K	Hold	200	–	–	0.01%	482
2021 Q4	$14K	Hold	200	–	–	﹤0.01%	509
2021 Q3	$12K	Hold	200	–	–	﹤0.01%	529
2021 Q2	$12K	Hold	200	–	–	﹤0.01%	526
2021 Q1	$12K	Sell	200 -34	-15%	-$2.04K	0.01%	464
2020 Q4	$14K	Buy	234 +34	+17%	+$2.04K	0.01%	438
2020 Q3	$11K	Hold	200	–	–	0.01%	425
2020 Q2	$10K	Hold	200	–	–	0.01%	438
2020 Q1	$11K	Hold	200	–	–	0.01%	368
2019 Q4	$13K	Hold	200	–	–	0.01%	384
2019 Q3	$12K	Hold	200	–	–	0.01%	383
2019 Q2	$11K	Hold	200	–	–	0.01%	393
2019 Q1	$10K	Buy	+200	New	+$9.8K	0.01%	401

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

TS Financial Group (TSFG)'s SO Position: Q2 2026 in Review

TS Financial Group (TSFG) held its Southern Company (SO) position steady in Q2 2026 at 44 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

TS Financial Group (TSFG) first reported a position in SO in Q1 2019 and has held it in 27 quarters since. The position peaked at $18K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold SO as of Q2 2026.

TS Financial Group (TSFG) held 44 shares of Southern Company worth $4K as of Q2 2026.
TS Financial Group (TSFG) left its Southern Company share count unchanged in Q2 2026.
Southern Company made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #726 holding.
TS Financial Group (TSFG) first reported a position in Southern Company in Q1 2019 and has held it in 27 quarters since.
TS Financial Group (TSFG)'s Southern Company position peaked at $18K in Q3 2024.
1,044 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.