4Wealth Advisors
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4Wealth Advisors’s Southern Company SO Stock Holding History

4Wealth 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
Q3 		– Sell
-4,778
Closed -$462K – 163
2026
Q2 		$462K Buy
4,778
+47
+1% +$4.42K 0.35% 82
2026
Q1 		$459K Buy
4,731
+534
+13% +$49.4K 0.39% 85
2025
Q4 		$366K Sell
4,197
-51
-1% -$4.66K 0.31% 103
2025
Q3 		$403K Buy
4,248
+265
+7% +$24.7K 0.36% 89
2025
Q2 		$366K Sell
3,983
-35
-0.9% -$3.14K 0.37% 89
2025
Q1 		$369K Sell
4,018
-214
-5% -$18.5K 0.4% 90
2024
Q4 		$348K Buy
+4,232
New +$371K 0.35% 97

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

4Wealth Advisors's SO Position: Q3 2026 in Review

4Wealth Advisors sold out of Southern Company (SO) in Q3 2026, closing a stake of 4,778 shares — an estimated $462K sold.

4Wealth Advisors first reported a position in SO in Q4 2024 and held it in 7 quarters. The position peaked at $462K in Q2 2026. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • 4Wealth Advisors reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 4,778 Southern Company shares in Q3 2026, an estimated $462K.
  • 4Wealth Advisors first reported a position in Southern Company in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's Southern Company position peaked at $462K in Q2 2026.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.