Seven Hills Financial, LLC’s Southern Company SO Stock Holding History

Seven Hills Financial, LLC’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	$419K	Buy	+5,058	New	+$461K	0.25%	59

Other funds holding SO

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Seven Hills Financial, LLC's SO Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Southern Company (SO) in Q3 2026: 5,058 shares worth $419K. The stake represents 0.25% of the portfolio and ranks #59 among its holdings.

174 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Seven Hills Financial, LLC held 5,058 shares of Southern Company worth $419K as of Q3 2026.
Southern Company was a new Seven Hills Financial, LLC position in Q3 2026.
Southern Company made up 0.25% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #59 holding.
174 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.