Rothwell Investment Advisors, LLC’s Southern Company SO Stock Holding History

Rothwell Investment Advisors, 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	$43.8K	Buy	+529	New	+$48.2K	0.02%	455

Other funds holding SO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Southern Company (SO) in Q3 2026: 529 shares worth $43.8K. The stake represents 0.02% of the portfolio and ranks #455 among its holdings.

1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Rothwell Investment Advisors, LLC held 529 shares of Southern Company worth $43.8K as of Q3 2026.
Southern Company was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Southern Company made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #455 holding.
1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.