Accel Wealth Management
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Accel Wealth Management’s Southern Company SO Stock Holding History

Accel Wealth Management’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
-2,514
Closed -$241K – 315
2026
Q2 		$241K Buy
2,514
+24
+1% +$2.26K 0.05% 260
2026
Q1 		$240K Sell
2,490
-30
-1% -$2.78K 0.06% 240
2025
Q4 		$220K Buy
2,520
+151
+6% +$13.8K 0.06% 258
2025
Q3 		$225K Buy
2,369
+22
+0.9% +$2.05K 0.07% 248
2025
Q2 		$216K Buy
2,347
+40
+2% +$3.59K 0.07% 239
2025
Q1 		$212K Buy
+2,307
New +$200K 0.08% 226
2024
Q4 		– Sell
-2,266
Closed -$204K – 265
2024
Q3 		$204K Buy
+2,266
New +$194K 0.08% 236
2023
Q2 		– Sell
-1,381
Closed -$96.1K – 750
2023
Q1 		$96.1K Buy
1,381
+3
+0.2% +$202 0.04% 344
2022
Q4 		$98.4K Sell
1,378
-96
-7% -$6.42K 0.05% 241
2022
Q3 		$104K Buy
1,474
+3
+0.2% +$227 0.06% 240
2022
Q2 		$106K Buy
1,471
+3
+0.2% +$220 0.06% 227
2022
Q1 		$109K Buy
1,468
+3
+0.2% +$203 0.06% 246
2021
Q4 		$100K Buy
1,465
+64
+5% +$4.08K 0.05% 258
2021
Q3 		$87K Sell
1,401
-256
-15% -$16.5K 0.06% 244
2021
Q2 		$100K Buy
1,657
+6
+0.4% +$384 0.07% 234
2021
Q1 		$103K Buy
1,651
+66
+4% +$3.95K 0.08% 212
2020
Q4 		$97K Buy
+1,585
New +$95.3K 0.09% 208

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

Accel Wealth Management's SO Position: Q3 2026 in Review

Accel Wealth Management sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,514 shares — an estimated $241K sold.

Accel Wealth Management first reported a position in SO in Q4 2020 and held it in 17 quarters. The position peaked at $241K in Q2 2026. 1,366 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Accel Wealth Management reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Accel Wealth Management sold 2,514 Southern Company shares in Q3 2026, an estimated $241K.
  • Accel Wealth Management first reported a position in Southern Company in Q4 2020 and held it in 17 quarters.
  • Accel Wealth Management's Southern Company position peaked at $241K in Q2 2026.
  • 1,366 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.