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WMG Financial Advisors’s Southern Company SO Stock Holding History

WMG 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 		$690K Buy
7,213
+107
+2% +$10.1K 0.26% 45
2026
Q1 		$686K Buy
7,106
+306
+5% +$28.3K 0.29% 41
2025
Q4 		$593K Sell
6,800
-535
-7% -$48.8K 0.24% 52
2025
Q3 		$695K Sell
7,335
-50
-0.7% -$4.67K 0.23% 67
2025
Q2 		$678K Buy
7,385
+33
+0.4% +$2.96K 0.25% 60
2025
Q1 		$676K Sell
7,352
-7,563
-51% -$655K 0.29% 55
2024
Q4 		$1.23M Buy
14,915
+11,176
+299% +$981K 0.53% 36
2024
Q3 		$337K Buy
3,739
+6
+0.2% +$513 0.15% 97
2024
Q2 		$290K Sell
3,733
-113
-3% -$8.56K 0.15% 100
2024
Q1 		$276K Buy
3,846
+188
+5% +$13K 0.16% 100
2023
Q4 		$257K Sell
3,658
-205
-5% -$14.1K 0.17% 91
2023
Q3 		$250K Sell
3,863
-374
-9% -$26K 0.21% 80
2023
Q2 		$298K Buy
4,237
+1,403
+50% +$101K 0.22% 80
2023
Q1 		$324K Sell
2,834
-2,227
-44% -$150K 0.27% 67
2022
Q4 		$361K Buy
5,061
+134
+3% +$8.96K 0.31% 73
2022
Q3 		$337K Buy
4,927
+75
+2% +$5.68K 0.3% 73
2022
Q2 		$345K Sell
4,852
-260
-5% -$19.1K 0.3% 75
2022
Q1 		$374K Buy
5,112
+546
+12% +$37K 0.27% 89
2021
Q4 		$315K Buy
+4,566
New +$291K 0.25% 110

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

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

WMG Financial Advisors increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $10.1K and bringing the position to 7,213 shares worth $690K. The position accounts for 0.26% of the portfolio, ranked #45.

WMG Financial Advisors first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q4 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • WMG Financial Advisors held 7,213 shares of Southern Company worth $690K as of Q2 2026.
  • WMG Financial Advisors bought 107 Southern Company shares in Q2 2026, an estimated $10.1K.
  • Southern Company made up 0.26% of WMG Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • WMG Financial Advisors first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's Southern Company position peaked at $1.23M in Q4 2024.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.