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Wiser Wealth Management’s Southern Company SO Stock Holding History

Wiser 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 		$1.27M Buy
13,296
+7,271
+121% +$685K 0.24% 30
2026
Q1 		$582K Buy
6,025
+15
+0.2% +$1.39K 0.13% 36
2025
Q4 		$524K Buy
6,010
+113
+2% +$10.3K 0.12% 38
2025
Q3 		$559K Buy
5,897
+21
+0.4% +$1.96K 0.13% 35
2025
Q2 		$540K Sell
5,876
-7,356
-56% -$661K 0.14% 33
2025
Q1 		$1.22M Sell
13,232
-43
-0.3% -$3.72K 0.34% 23
2024
Q4 		$1.09M Buy
13,275
+152
+1% +$13.3K 0.31% 24
2024
Q3 		$1.18M Buy
+13,123
New +$1.12M 0.34% 21
2023
Q4 		– Sell
-3,587
Closed -$232K – 37
2023
Q3 		$232K Buy
+3,587
New +$249K 0.09% 33
2021
Q3 		– Sell
-4,970
Closed -$301K – 30
2021
Q2 		$301K Sell
4,970
-407
-8% -$26K 0.18% 24
2021
Q1 		$334K Hold
5,377
– – 0.23% 26
2020
Q4 		$330K Buy
+5,377
New +$323K 0.25% 26

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wiser Wealth Management's SO Position: Q2 2026 in Review

Wiser Wealth Management increased its Southern Company (SO) stake by 121% in Q2 2026, buying an estimated $685K and bringing the position to 13,296 shares worth $1.27M. The position accounts for 0.24% of the portfolio, ranked #30.

Wiser Wealth Management first reported a position in SO in Q4 2020 and has held it in 12 quarters since. 490 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wiser Wealth Management held 13,296 shares of Southern Company worth $1.27M as of Q2 2026.
  • Wiser Wealth Management bought 7,271 Southern Company shares in Q2 2026, an estimated $685K.
  • Southern Company made up 0.24% of Wiser Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Wiser Wealth Management first reported a position in Southern Company in Q4 2020 and has held it in 12 quarters since.
  • 490 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.