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Valmark Advisers’s Southern Company SO Stock Holding History

Valmark Advisers’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 		$1.4M Buy
14,645
+1,479
+11% +$139K 0.01% 315
2026
Q1 		$1.27M Sell
13,166
-1,195
-8% -$111K 0.02% 315
2025
Q4 		$1.25M Sell
14,361
-609
-4% -$55.6K 0.02% 311
2025
Q3 		$1.42M Buy
14,970
+386
+3% +$36K 0.02% 281
2025
Q2 		$1.34M Buy
14,584
+1,922
+15% +$173K 0.02% 283
2025
Q1 		$1.16M Buy
12,662
+1,255
+11% +$109K 0.02% 287
2024
Q4 		$939K Sell
11,407
-338
-3% -$29.7K 0.01% 319
2024
Q3 		$1.06M Buy
11,745
+452
+4% +$38.6K 0.02% 295
2024
Q2 		$876K Sell
11,293
-66
-0.6% -$5K 0.01% 305
2024
Q1 		$815K Buy
11,359
+50
+0.4% +$3.45K 0.01% 302
2023
Q4 		$793K Sell
11,309
-1,189
-10% -$81.6K 0.01% 286
2023
Q3 		$809K Buy
12,498
+22
+0.2% +$1.53K 0.02% 249
2023
Q2 		$876K Sell
12,476
-740
-6% -$53.1K 0.02% 245
2023
Q1 		$920K Buy
13,216
+2,705
+26% +$182K 0.02% 232
2022
Q4 		$751K Sell
10,511
-130
-1% -$8.69K 0.02% 248
2022
Q3 		$724K Sell
10,641
-132
-1% -$10K 0.01% 227
2022
Q2 		$768K Sell
10,773
-46
-0.4% -$3.38K 0.01% 230
2022
Q1 		$784K Buy
10,819
+1,005
+10% +$68.1K 0.01% 238
2021
Q4 		$673K Buy
9,814
+929
+10% +$59.2K 0.01% 252
2021
Q3 		$551K Sell
8,885
-1,293
-13% -$83.2K 0.01% 268
2021
Q2 		$616K Buy
10,178
+2,705
+36% +$173K 0.01% 263
2021
Q1 		$465K Buy
7,473
+2,034
+37% +$122K 0.01% 280
2020
Q4 		$334K Sell
5,439
-1,282
-19% -$77.1K 0.01% 289
2020
Q3 		$364K Sell
6,721
-255
-4% -$13.6K 0.01% 210
2020
Q2 		$362K Buy
6,976
+2,493
+56% +$139K 0.01% 198
2020
Q1 		$243K Sell
4,483
-181
-4% -$11.5K 0.01% 205
2019
Q4 		$297K Buy
4,664
+94
+2% +$5.83K 0.01% 198
2019
Q3 		$282K Buy
4,570
+528
+13% +$30.6K 0.01% 199
2019
Q2 		$223K Buy
+4,042
New +$216K ﹤0.01% 210

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Valmark Advisers's SO Position: Q2 2026 in Review

Valmark Advisers increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $139K and bringing the position to 14,645 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #315.

Valmark Advisers first reported a position in SO in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.42M in Q3 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Valmark Advisers held 14,645 shares of Southern Company worth $1.4M as of Q2 2026.
  • Valmark Advisers bought 1,479 Southern Company shares in Q2 2026, an estimated $139K.
  • Southern Company made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #315 holding.
  • Valmark Advisers first reported a position in Southern Company in Q2 2019 and has held it in 29 quarters since.
  • Valmark Advisers's Southern Company position peaked at $1.42M in Q3 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.