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RAFFA WEALTH MANAGEMENT, LLC’s Southern Company SO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$2.2K Sell
23
-59
-72% -$5.55K ﹤0.01% 812
2026
Q1 		$7.92K Buy
82
+33
+67% +$3.05K ﹤0.01% 441
2025
Q4 		$4.27K Hold
49
– – ﹤0.01% 546
2025
Q3 		$4.64K Buy
49
+30
+158% +$2.8K ﹤0.01% 502
2025
Q2 		$1.75K Hold
19
– – ﹤0.01% 725
2025
Q1 		$1.75K Hold
19
– – ﹤0.01% 671
2024
Q4 		$1.56K Hold
19
– – ﹤0.01% 735
2024
Q3 		$1.71K Hold
19
– – ﹤0.01% 680
2024
Q2 		$1.47K Hold
19
– – ﹤0.01% 791
2024
Q1 		$1.36K Buy
+19
New +$1.31K ﹤0.01% 805
2023
Q3 		$1.23K Buy
+19
New +$1.32K ﹤0.01% 724
2022
Q4 		$1.36K Hold
19
– – ﹤0.01% 692
2022
Q3 		$1.29K Buy
+19
New +$1.44K ﹤0.01% 722
2021
Q4 		$1.3K Hold
19
– – ﹤0.01% 785
2021
Q3 		$1.18K Hold
19
– – ﹤0.01% 772
2021
Q2 		$1.15K Buy
+19
New +$1.22K ﹤0.01% 781
2017
Q1 		$4.98K Buy
+100
New +$4.94K ﹤0.01% 216
2016
Q3 		$6.05K Buy
+118
New +$6.21K ﹤0.01% 210
2016
Q1 		$931 Hold
18
– – ﹤0.01% 414
2015
Q4 		$842 Buy
+18
New +$816 ﹤0.01% 450
2015
Q2 		$754 Hold
18
– – ﹤0.01% 480
2015
Q1 		$797 Hold
18
– – ﹤0.01% 468
2014
Q4 		$884 Hold
18
– – ﹤0.01% 391
2014
Q3 		$786 Buy
+18
New +$791 ﹤0.01% 405
2014
Q1 		– Sell
-18
Closed -$884 – 661
2013
Q4 		$884 Buy
+18
New +$743 ﹤0.01% 391

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

RAFFA WEALTH MANAGEMENT, LLC's SO Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Southern Company (SO) stake by 72% in Q2 2026, selling an estimated $5.55K and leaving 23 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SO in Q4 2013 and has held it in 25 quarters since. The position peaked at $7.92K in Q1 2026. 857 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 23 shares of Southern Company worth $2.2K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 59 Southern Company shares in Q2 2026, an estimated $5.55K.
  • Southern Company made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #812 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Southern Company in Q4 2013 and has held it in 25 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Southern Company position peaked at $7.92K in Q1 2026.
  • 857 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.