AdviceOne Advisory Services’s Southern Company SO Stock Holding History

AdviceOne Advisory Services’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	$406K	Hold	4,900	–	–	0.24%	27
2026 Q2	$469K	Hold	4,900	–	–	0.26%	24
2026 Q1	$473K	Hold	4,900	–	–	0.29%	17
2025 Q4	$427K	Hold	4,900	–	–	0.25%	21
2025 Q3	$464K	Buy	4,900 +267	+6%	+$24.9K	0.31%	21
2025 Q2	$425K	Hold	4,633	–	–	0.31%	16
2025 Q1	$426K	Hold	4,633	–	–	0.35%	15
2024 Q4	$381K	Buy	+4,633	New	+$406K	0.34%	15

Other funds holding SO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

AdviceOne Advisory Services's SO Position: Q3 2026 in Review

AdviceOne Advisory Services held its Southern Company (SO) position steady in Q3 2026 at 4,900 shares worth $406K. The position accounts for 0.24% of the portfolio, ranked #27.

AdviceOne Advisory Services first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $473K in Q1 2026. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

AdviceOne Advisory Services held 4,900 shares of Southern Company worth $406K as of Q3 2026.
AdviceOne Advisory Services left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.24% of AdviceOne Advisory Services's portfolio in Q3 2026, its #27 holding.
AdviceOne Advisory Services first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
AdviceOne Advisory Services's Southern Company position peaked at $473K in Q1 2026.
681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.