Wilkins Miller Wealth Management’s Southern Company SO Stock Holding History

Wilkins Miller Wealth Management’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	$701K	Buy	7,323 +7	+0.1%	+$659	0.39%	53
2026 Q1	$706K	Buy	7,316 +7	+0.1%	+$648	0.43%	52
2025 Q4	$637K	Buy	7,309 +8	+0.1%	+$730	0.38%	53
2025 Q3	$692K	Sell	7,301 -22	-0.3%	-$2.05K	0.43%	54
2025 Q2	$673K	Sell	7,323 -52	-0.7%	-$4.67K	0.46%	50
2025 Q1	$678K	Buy	7,375 +6	+0.1%	+$519	0.51%	45
2024 Q4	$607K	Buy	+7,369	New	+$647K	0.63%	30

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

Wilkins Miller Wealth Management's SO Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its Southern Company (SO) stake by 0.1% in Q2 2026, buying an estimated $659 and bringing the position to 7,323 shares worth $701K. The position accounts for 0.39% of the portfolio, ranked #53.

Wilkins Miller Wealth Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $706K in Q1 2026. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Wilkins Miller Wealth Management held 7,323 shares of Southern Company worth $701K as of Q2 2026.
Wilkins Miller Wealth Management bought 7 Southern Company shares in Q2 2026, an estimated $659.
Southern Company made up 0.39% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #53 holding.
Wilkins Miller Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Wilkins Miller Wealth Management's Southern Company position peaked at $706K in Q1 2026.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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