Advocate Group
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Advocate Group’s Southern Company SO Stock Holding History

Advocate Group’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 		$9.8M Buy
118,007
+16,415
+16% +$1.5M 1.51% 19
2026
Q2 		$9.7M Buy
101,592
+15,772
+18% +$1.48M 1.46% 24
2026
Q1 		$8.28M Buy
85,820
+34
+0% +$3.14K 1.3% 34
2025
Q4 		$7.48M Sell
85,786
-2,045
-2% -$187K 1.21% 36
2025
Q3 		$8.32M Sell
87,831
-1,542
-2% -$144K 1.37% 27
2025
Q2 		$8.21M Sell
89,373
-1,648
-2% -$148K 1.47% 25
2025
Q1 		$8.37M Sell
91,021
-1,986
-2% -$172K 1.53% 26
2024
Q4 		$7.66M Sell
93,007
-1,391
-1% -$122K 1.44% 30
2024
Q3 		$8.51M Buy
94,398
+264
+0.3% +$22.6K 1.54% 25
2024
Q2 		$7.3M Sell
94,134
-562
-0.6% -$42.6K 1.47% 26
2024
Q1 		$6.79M Sell
94,696
-540
-0.6% -$37.3K 1.35% 31
2023
Q4 		$6.68M Sell
95,236
-5,669
-6% -$389K 1.43% 25
2023
Q3 		$6.53M Sell
100,905
-3,168
-3% -$220K 1.51% 18
2023
Q2 		$7.31M Sell
104,073
-4,071
-4% -$292K 1.61% 19
2023
Q1 		$7.52M Sell
108,144
-14,735
-12% -$992K 1.64% 19
2022
Q4 		$8.77M Sell
122,879
-8,637
-7% -$577K 1.89% 15
2022
Q3 		$8.94M Sell
131,516
-5,716
-4% -$433K 2.21% 7
2022
Q2 		$9.8M Buy
+137,232
New +$10.1M 2.28% 9

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advocate Group's SO Position: Q3 2026 in Review

Advocate Group increased its Southern Company (SO) stake by 16% in Q3 2026, buying an estimated $1.5M and bringing the position to 118,007 shares worth $9.8M. The position accounts for 1.51% of the portfolio, ranked #19.

Advocate Group first reported a position in SO in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.8M in Q2 2022. 997 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Advocate Group held 118,007 shares of Southern Company worth $9.8M as of Q3 2026.
  • Advocate Group bought 16,415 Southern Company shares in Q3 2026, an estimated $1.5M.
  • Southern Company made up 1.51% of Advocate Group's portfolio in Q3 2026, its #19 holding.
  • Advocate Group first reported a position in Southern Company in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Southern Company position peaked at $9.8M in Q2 2022.
  • 997 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.