WEG
SO icon

World Equity Group’s Southern Company SO Stock Holding History

World Equity Group’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 		$592K Buy
6,176
+3,107
+101% +$293K 0.13% 184
2026
Q1 		$296K Sell
3,069
-465
-13% -$43K 0.08% 287
2025
Q4 		$308K Sell
3,534
-4,670
-57% -$426K 0.09% 254
2025
Q3 		$778K Buy
8,204
+4,175
+104% +$390K 0.18% 116
2025
Q2 		$370K Sell
4,029
-420
-9% -$37.7K 0.1% 213
2025
Q1 		$404K Sell
4,449
-4,605
-51% -$399K 0.12% 182
2024
Q4 		$746K Buy
9,054
+4,556
+101% +$400K 0.16% 140
2024
Q3 		$406K Buy
4,498
+17
+0.4% +$1.45K 0.15% 145
2024
Q2 		$348K Sell
4,481
-3,439
-43% -$261K 0.1% 195
2024
Q1 		$568K Buy
7,920
+414
+6% +$28.6K 0.12% 170
2023
Q4 		$526K Sell
7,506
-336
-4% -$23.1K 0.11% 186
2023
Q3 		$508K Buy
7,842
+4,580
+140% +$318K 0.11% 200
2023
Q2 		$229K Buy
+3,262
New +$234K 0.07% 273
2023
Q1 		– Sell
-3,555
Closed -$254K – 576
2022
Q4 		$254K Buy
3,555
+18
+0.5% +$1.2K 0.06% 286
2022
Q3 		$240K Buy
3,537
+153
+5% +$11.6K 0.06% 278
2022
Q2 		$241K Buy
3,384
+532
+19% +$39.1K 0.06% 291
2022
Q1 		$207K Buy
+2,852
New +$193K 0.04% 337

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

World Equity Group's SO Position: Q2 2026 in Review

World Equity Group increased its Southern Company (SO) stake by 101% in Q2 2026, buying an estimated $293K and bringing the position to 6,176 shares worth $592K. The position accounts for 0.13% of the portfolio, ranked #184.

World Equity Group first reported a position in SO in Q1 2022 and has held it in 17 quarters since. The position peaked at $778K in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • World Equity Group held 6,176 shares of Southern Company worth $592K as of Q2 2026.
  • World Equity Group bought 3,107 Southern Company shares in Q2 2026, an estimated $293K.
  • Southern Company made up 0.13% of World Equity Group's portfolio in Q2 2026, its #184 holding.
  • World Equity Group first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
  • World Equity Group's Southern Company position peaked at $778K in Q3 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.