Turtle Creek Wealth Advisors’s Southern Company SO Stock Holding History

Turtle Creek Wealth 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	$1.12M	Sell	11,675 -241	-2%	-$22.7K	0.06%	156
2026 Q1	$1.15M	Buy	11,916 +3,160	+36%	+$292K	0.09%	134
2025 Q4	$764K	Sell	8,756 -415	-5%	-$37.9K	0.06%	185
2025 Q3	$869K	Buy	9,171 +1,879	+26%	+$175K	0.08%	145
2025 Q2	$670K	Buy	+7,292	New	+$655K	0.08%	145
2024 Q1	–	Sell	-1,243	Closed	-$87.2K	–	720
2023 Q4	$87.2K	Buy	+1,243	New	+$85.4K	0.03%	212

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Turtle Creek Wealth Advisors's SO Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Southern Company (SO) stake by 2% in Q2 2026, selling an estimated $22.7K and leaving 11,675 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #156.

Turtle Creek Wealth Advisors first reported a position in SO in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2026. 1,285 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Turtle Creek Wealth Advisors held 11,675 shares of Southern Company worth $1.12M as of Q2 2026.
Turtle Creek Wealth Advisors sold 241 Southern Company shares in Q2 2026, an estimated $22.7K.
Southern Company made up 0.06% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #156 holding.
Turtle Creek Wealth Advisors first reported a position in Southern Company in Q4 2023 and has held it in 6 quarters since.
Turtle Creek Wealth Advisors's Southern Company position peaked at $1.15M in Q1 2026.
1,285 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.