VSM Wealth Advisory’s Southern Company SO Stock Holding History

VSM Wealth Advisory’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	$209K	Buy	2,186 +2	+0.1%	+$188	0.06%	111
2026 Q1	$211K	Buy	2,184 +3	+0.1%	+$278	0.06%	105
2025 Q4	$190K	Sell	2,181 -312	-13%	-$28.5K	0.06%	108
2025 Q3	$236K	Sell	2,493 -109	-4%	-$10.2K	0.07%	78
2025 Q2	$239K	Sell	2,602 -947	-27%	-$85.1K	0.08%	87
2025 Q1	$326K	Buy	3,549 +2	+0.1%	+$173	0.12%	67
2024 Q4	$292K	Buy	+3,547	New	+$311K	0.1%	70

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

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

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VSM Wealth Advisory's SO Position: Q2 2026 in Review

VSM Wealth Advisory increased its Southern Company (SO) stake by 0.09% in Q2 2026, buying an estimated $188 and bringing the position to 2,186 shares worth $209K. The position accounts for 0.06% of the portfolio, ranked #111.

VSM Wealth Advisory first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $326K in Q1 2025. 707 funds tracked by Wall St. Rank hold SO as of Q2 2026.

VSM Wealth Advisory held 2,186 shares of Southern Company worth $209K as of Q2 2026.
VSM Wealth Advisory bought 2 Southern Company shares in Q2 2026, an estimated $188.
Southern Company made up 0.06% of VSM Wealth Advisory's portfolio in Q2 2026, its #111 holding.
VSM Wealth Advisory first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Southern Company position peaked at $326K in Q1 2025.
707 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.