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Valued Wealth Advisors’s Southern Company SO Stock Holding History

Valued 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 		$6.6K Sell
69
-25
-27% -$2.35K ﹤0.01% 391
2026
Q1 		$9.04K Buy
94
+61
+185% +$5.64K ﹤0.01% 307
2025
Q4 		$2.92K Sell
33
-7
-18% -$639 ﹤0.01% 367
2025
Q3 		$3.79K Hold
40
– – ﹤0.01% 323
2025
Q2 		$3.64K Buy
40
+10
+33% +$898 ﹤0.01% 323
2025
Q1 		$2.79K Hold
30
– – ﹤0.01% 378
2024
Q4 		$2.48K Buy
30
+5
+20% +$439 ﹤0.01% 386
2024
Q3 		$2.26K Buy
25
+14
+127% +$1.2K ﹤0.01% 355
2024
Q2 		$854 Sell
11
-4
-27% -$303 ﹤0.01% 456
2024
Q1 		$1.08K Buy
15
+8
+114% +$552 ﹤0.01% 431
2023
Q4 		$454 Buy
+7
New +$481 ﹤0.01% 440

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

Valued Wealth Advisors's SO Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Southern Company (SO) stake by 27% in Q2 2026, selling an estimated $2.35K and leaving 69 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Valued Wealth Advisors first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.04K in Q1 2026. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Valued Wealth Advisors held 69 shares of Southern Company worth $6.6K as of Q2 2026.
  • Valued Wealth Advisors sold 25 Southern Company shares in Q2 2026, an estimated $2.35K.
  • Southern Company made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #391 holding.
  • Valued Wealth Advisors first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Southern Company position peaked at $9.04K in Q1 2026.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.