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Wedmont Private Capital’s Southern Company SO Stock Holding History

Wedmont Private Capital’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 		$1.77M Buy
18,489
+576
+3% +$54.2K 0.05% 213
2026
Q1 		$1.74M Sell
17,913
-377
-2% -$34.9K 0.06% 189
2025
Q4 		$1.58M Sell
18,290
-1,662
-8% -$152K 0.05% 196
2025
Q3 		$1.92M Buy
19,952
+866
+5% +$80.8K 0.07% 170
2025
Q2 		$1.76M Buy
19,086
+2,031
+12% +$182K 0.07% 164
2025
Q1 		$1.53M Buy
17,055
+852
+5% +$73.8K 0.08% 156
2024
Q4 		$1.32M Buy
16,203
+1,593
+11% +$140K 0.07% 174
2024
Q3 		$1.3M Buy
14,610
+2,002
+16% +$171K 0.07% 168
2024
Q2 		$1.01M Buy
12,608
+2,106
+20% +$160K 0.06% 195
2024
Q1 		$741K Sell
10,502
-839
-7% -$57.9K 0.05% 245
2023
Q4 		$818K Buy
11,341
+2,048
+22% +$141K 0.07% 199
2023
Q3 		$613K Sell
9,293
-2,269
-20% -$157K 0.06% 218
2023
Q2 		$825K Buy
11,562
+4,177
+57% +$300K 0.09% 154
2023
Q1 		$532K Buy
7,385
+1,821
+33% +$123K 0.07% 210
2022
Q4 		$399K Sell
5,564
-489
-8% -$32.7K 0.06% 263
2022
Q3 		$412K Buy
6,053
+2,347
+63% +$178K 0.08% 190
2022
Q2 		$264K Buy
+3,706
New +$272K 0.06% 267

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

Wedmont Private Capital's SO Position: Q2 2026 in Review

Wedmont Private Capital increased its Southern Company (SO) stake by 3.2% in Q2 2026, buying an estimated $54.2K and bringing the position to 18,489 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #213.

Wedmont Private Capital first reported a position in SO in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.92M in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wedmont Private Capital held 18,489 shares of Southern Company worth $1.77M as of Q2 2026.
  • Wedmont Private Capital bought 576 Southern Company shares in Q2 2026, an estimated $54.2K.
  • Southern Company made up 0.05% of Wedmont Private Capital's portfolio in Q2 2026, its #213 holding.
  • Wedmont Private Capital first reported a position in Southern Company in Q2 2022 and has held it in 17 quarters since.
  • Wedmont Private Capital's Southern Company position peaked at $1.92M in Q3 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.