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Valeo Financial Advisors’s Southern Company SO Stock Holding History

Valeo Financial 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 		$1.93M Buy
20,147
+1,610
+9% +$152K 0.04% 185
2026
Q1 		$1.79M Sell
18,537
-880
-5% -$81.4K 0.04% 171
2025
Q4 		$1.69M Sell
19,417
-863
-4% -$78.8K 0.04% 196
2025
Q3 		$1.92M Buy
20,280
+276
+1% +$25.8K 0.04% 179
2025
Q2 		$1.84M Buy
20,004
+2,373
+13% +$213K 0.05% 187
2025
Q1 		$1.62M Buy
17,631
+1,083
+7% +$93.8K 0.05% 187
2024
Q4 		$1.36M Buy
16,548
+220
+1% +$19.3K 0.04% 197
2024
Q3 		$1.47M Buy
16,328
+847
+5% +$72.4K 0.04% 198
2024
Q2 		$1.2M Buy
15,481
+800
+5% +$60.6K 0.04% 208
2024
Q1 		$1.09M Sell
14,681
-97
-0.7% -$6.7K 0.04% 226
2023
Q4 		$1.04M Buy
14,778
+2,338
+19% +$161K 0.04% 217
2023
Q3 		$805K Sell
12,440
-1,514
-11% -$105K 0.04% 239
2023
Q2 		$980K Buy
13,954
+2,858
+26% +$205K 0.04% 210
2023
Q1 		$772K Buy
11,096
+278
+3% +$18.7K 0.04% 253
2022
Q4 		$773K Buy
10,818
+1,296
+14% +$86.7K 0.04% 220
2022
Q3 		$648K Buy
9,522
+27
+0.3% +$2.04K 0.04% 221
2022
Q2 		$677K Sell
9,495
-182
-2% -$13.4K 0.04% 209
2022
Q1 		$702K Buy
9,677
+2,991
+45% +$203K 0.04% 258
2021
Q4 		$459K Sell
6,686
-1,761
-21% -$112K 0.02% 327
2021
Q3 		$523K Buy
8,447
+37
+0.4% +$2.38K 0.03% 289
2021
Q2 		$509K Buy
8,410
+914
+12% +$58.5K 0.03% 260
2021
Q1 		$466K Sell
7,496
-406
-5% -$24.3K 0.02% 285
2020
Q4 		$485K Buy
7,902
+27
+0.3% +$1.62K 0.02% 254
2020
Q3 		$427K Sell
7,875
-339
-4% -$18.1K 0.04% 208
2020
Q2 		$426K Buy
8,214
+502
+7% +$27.9K 0.04% 204
2020
Q1 		$465K Sell
7,712
-848
-10% -$53.7K 0.05% 182
2019
Q4 		$545K Sell
8,560
-878
-9% -$54.4K 0.05% 180
2019
Q3 		$583K Sell
9,438
-1,921
-17% -$111K 0.06% 160
2019
Q2 		$628K Sell
11,359
-4,560
-29% -$244K 0.07% 165
2019
Q1 		$823K Buy
15,919
+878
+6% +$43K 0.1% 140
2018
Q4 		$661K Buy
15,041
+446
+3% +$20.3K 0.09% 150
2018
Q3 		$657K Buy
14,595
+210
+1% +$9.68K 0.09% 150
2018
Q2 		$667K Buy
14,385
+3,337
+30% +$149K 0.09% 142
2018
Q1 		$493K Buy
11,048
+3,115
+39% +$138K 0.08% 152
2017
Q4 		$382K Sell
7,933
-669
-8% -$34.1K 0.06% 177
2017
Q3 		$423K Buy
+8,602
New +$417K 0.1% 142

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

Valeo Financial Advisors's SO Position: Q2 2026 in Review

Valeo Financial Advisors increased its Southern Company (SO) stake by 8.7% in Q2 2026, buying an estimated $152K and bringing the position to 20,147 shares worth $1.93M. The position accounts for 0.04% of the portfolio, ranked #185.

Valeo Financial Advisors first reported a position in SO in Q3 2017 and has held it in 36 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Valeo Financial Advisors held 20,147 shares of Southern Company worth $1.93M as of Q2 2026.
  • Valeo Financial Advisors bought 1,610 Southern Company shares in Q2 2026, an estimated $152K.
  • Southern Company made up 0.04% of Valeo Financial Advisors's portfolio in Q2 2026, its #185 holding.
  • Valeo Financial Advisors first reported a position in Southern Company in Q3 2017 and has held it in 36 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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