Websterrogers Financial Advisors’s Southern Company SO Stock Holding History

Websterrogers Financial 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	$543K	Sell	5,673 -93	-2%	-$8.76K	0.14%	56
2026 Q1	$557K	Buy	+5,766	New	+$533K	0.16%	54
2022 Q2	–	Sell	-3,353	Closed	-$248K	–	65
2022 Q1	$248K	Hold	3,353	–	–	0.13%	59
2021 Q4	$230K	Hold	3,353	–	–	0.05%	61
2021 Q3	$208K	Hold	3,353	–	–	0.05%	59
2021 Q2	$211K	Hold	3,353	–	–	0.05%	59
2021 Q1	$208K	Sell	3,353 -68	-2%	-$4.07K	0.06%	51
2020 Q4	$209K	Buy	+3,421	New	+$206K	0.06%	49

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Websterrogers Financial Advisors's SO Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Southern Company (SO) stake by 1.6% in Q2 2026, selling an estimated $8.76K and leaving 5,673 shares worth $543K. The position accounts for 0.14% of the portfolio, ranked #56.

Websterrogers Financial Advisors first reported a position in SO in Q4 2020 and has held it in 8 quarters since. The position peaked at $557K in Q1 2026. 453 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Websterrogers Financial Advisors held 5,673 shares of Southern Company worth $543K as of Q2 2026.
Websterrogers Financial Advisors sold 93 Southern Company shares in Q2 2026, an estimated $8.76K.
Southern Company made up 0.14% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #56 holding.
Websterrogers Financial Advisors first reported a position in Southern Company in Q4 2020 and has held it in 8 quarters since.
Websterrogers Financial Advisors's Southern Company position peaked at $557K in Q1 2026.
453 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.