Activest Wealth Management
SO icon

Activest Wealth Management’s Southern Company SO Stock Holding History

Activest 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
-137
Closed -$13.1K – 1327
2026
Q2 		$13.1K Sell
137
-244
-64% -$23K ﹤0.01% 531
2026
Q1 		$36.8K Buy
381
+49
+15% +$4.53K 0.01% 392
2025
Q4 		$29K Buy
332
+8
+2% +$730 0.01% 420
2025
Q3 		$30.7K Buy
324
+16
+5% +$1.49K 0.01% 318
2025
Q2 		$28.3K Sell
308
-4
-1% -$359 0.01% 270
2025
Q1 		$28.7K Buy
312
+93
+42% +$8.05K 0.01% 244
2024
Q4 		$18K Sell
219
-381
-64% -$33.4K 0.01% 259
2024
Q3 		$54.1K Buy
+600
New +$51.3K 0.02% 166
2024
Q1 		– Sell
-300
Closed -$20.7K – 404
2023
Q4 		$21K Buy
+300
New +$20.6K 0.01% 141

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

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

Activest Wealth Management sold out of Southern Company (SO) in Q3 2026, closing a stake of 137 shares — an estimated $13.1K sold.

Activest Wealth Management first reported a position in SO in Q4 2023 and held it in 9 quarters. The position peaked at $54.1K in Q3 2024. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Activest Wealth Management reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 137 Southern Company shares in Q3 2026, an estimated $13.1K.
  • Activest Wealth Management first reported a position in Southern Company in Q4 2023 and held it in 9 quarters.
  • Activest Wealth Management's Southern Company position peaked at $54.1K in Q3 2024.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.