Wealth Group’s Southern Company SO Stock Holding History

Wealth Group’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	$268K	Buy	2,802 +152	+6%	+$14.3K	0.07%	100
2026 Q1	$256K	Buy	+2,650	New	+$245K	0.24%	73
2025 Q2	–	Sell	-3,896	Closed	-$358K	–	143
2025 Q1	$358K	Sell	3,896 -1,873	-32%	-$162K	0.23%	91
2024 Q4	$475K	Buy	5,769 +2,031	+54%	+$178K	0.31%	76
2024 Q3	$337K	Sell	3,738 -1,954	-34%	-$167K	0.23%	104
2024 Q2	$442K	Hold	5,692	–	–	0.32%	75
2024 Q1	$408K	Buy	+5,692	New	+$393K	0.31%	80

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

Wealth Group's SO Position: Q2 2026 in Review

Wealth Group increased its Southern Company (SO) stake by 5.7% in Q2 2026, buying an estimated $14.3K and bringing the position to 2,802 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #100.

Wealth Group first reported a position in SO in Q1 2024 and has held it in 7 quarters since. The position peaked at $475K in Q4 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Wealth Group held 2,802 shares of Southern Company worth $268K as of Q2 2026.
Wealth Group bought 152 Southern Company shares in Q2 2026, an estimated $14.3K.
Southern Company made up 0.07% of Wealth Group's portfolio in Q2 2026, its #100 holding.
Wealth Group first reported a position in Southern Company in Q1 2024 and has held it in 7 quarters since.
Wealth Group's Southern Company position peaked at $475K in Q4 2024.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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