Wynn Capital’s Southern Company SO Stock Holding History

Wynn Capital’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	$476K	Buy	4,971 +55	+1%	+$5.18K	0.21%	74
2026 Q1	$474K	Sell	4,916 -110	-2%	-$10.2K	0.24%	69
2025 Q4	$438K	Hold	5,026	–	–	0.21%	74
2025 Q3	$476K	Sell	5,026 -10	-0.2%	-$934	0.23%	72
2025 Q2	$462K	Sell	5,036 -5	-0.1%	-$449	0.25%	74
2025 Q1	$464K	Sell	5,041 -157	-3%	-$13.6K	0.28%	69
2024 Q4	$428K	Hold	5,198	–	–	0.27%	71
2024 Q3	$469K	Hold	5,198	–	–	0.31%	68
2024 Q2	$403K	Buy	5,198 +69	+1%	+$5.23K	0.3%	69
2024 Q1	$368K	Buy	5,129 +301	+6%	+$20.8K	0.28%	73
2023 Q4	$339K	Buy	+4,828	New	+$332K	0.28%	74

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Wynn Capital's SO Position: Q2 2026 in Review

Wynn Capital increased its Southern Company (SO) stake by 1.1% in Q2 2026, buying an estimated $5.18K and bringing the position to 4,971 shares worth $476K. The position accounts for 0.21% of the portfolio, ranked #74.

Wynn Capital first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $476K in Q3 2025. 1,135 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Wynn Capital held 4,971 shares of Southern Company worth $476K as of Q2 2026.
Wynn Capital bought 55 Southern Company shares in Q2 2026, an estimated $5.18K.
Southern Company made up 0.21% of Wynn Capital's portfolio in Q2 2026, its #74 holding.
Wynn Capital first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Wynn Capital's Southern Company position peaked at $476K in Q3 2025.
1,135 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wynn Capital's 13F filing for Q2 2026, filed 8 Jul 2026.