WWM
SO icon

Wolff Wiese Magana’s Southern Company SO Stock Holding History

Wolff Wiese Magana’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 		$1.92K Sell
20
-200
-91% -$18.8K ﹤0.01% 828
2026
Q1 		$21.2K Sell
220
-10
-4% -$925 0.01% 316
2025
Q4 		$20.1K Hold
230
– – 0.01% 314
2025
Q3 		$21.8K Buy
230
+3
+1% +$280 0.01% 312
2025
Q2 		$20.9K Hold
227
– – 0.01% 292
2025
Q1 		$20.9K Sell
227
-17
-7% -$1.47K 0.01% 282
2024
Q4 		$20.1K Hold
244
– – 0.01% 300
2024
Q3 		$22K Hold
244
– – 0.02% 287
2024
Q2 		$18.9K Hold
244
– – 0.02% 239
2024
Q1 		$17.5K Buy
244
+6
+3% +$414 0.02% 232
2023
Q4 		$16.7K Hold
238
– – 0.02% 224
2023
Q3 		$15.4K Buy
238
+1
+0.4% +$69 0.01% 297
2023
Q2 		$16.6K Hold
237
– – 0.01% 296
2023
Q1 		$16.5K Hold
237
– – 0.01% 291
2022
Q4 		$16.9K Buy
237
+5
+2% +$334 0.01% 278
2022
Q3 		$16K Buy
232
+15
+7% +$1.14K 0.01% 426
2022
Q2 		$15K Hold
217
– – 0.01% 463
2022
Q1 		$16K Buy
217
+200
+1,176% +$13.5K 0.01% 471
2021
Q4 		$1K Hold
17
– – ﹤0.01% 777
2021
Q3 		$1K Sell
17
-27
-61% -$1.74K ﹤0.01% 782
2021
Q2 		$3K Buy
44
+27
+159% +$1.73K ﹤0.01% 683
2021
Q1 		$1K Hold
17
– – ﹤0.01% 712
2020
Q4 		$1K Buy
+17
New +$1.02K ﹤0.01% 663

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

Wolff Wiese Magana's SO Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Southern Company (SO) stake by 91% in Q2 2026, selling an estimated $18.8K and leaving 20 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Wolff Wiese Magana first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $22K in Q3 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wolff Wiese Magana held 20 shares of Southern Company worth $1.92K as of Q2 2026.
  • Wolff Wiese Magana sold 200 Southern Company shares in Q2 2026, an estimated $18.8K.
  • Southern Company made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #828 holding.
  • Wolff Wiese Magana first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's Southern Company position peaked at $22K in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.