AGH Wealth Advisors
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AGH Wealth Advisors’s Southern Company SO Stock Holding History

AGH Wealth Advisors’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
-2,126
Closed -$203K – 137
2026
Q2 		$203K Buy
+2,126
New +$200K 0.13% 128
2025
Q4 		– Sell
-2,351
Closed -$223K – 126
2025
Q3 		$223K Buy
2,351
+5
+0.2% +$467 0.16% 114
2025
Q2 		$215K Buy
2,346
+101
+4% +$9.07K 0.18% 119
2025
Q1 		$206K Buy
+2,245
New +$194K 0.2% 113

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AGH Wealth Advisors's SO Position: Q3 2026 in Review

AGH Wealth Advisors sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,126 shares — an estimated $203K sold.

AGH Wealth Advisors first reported a position in SO in Q1 2025 and held it in 4 quarters. The position peaked at $223K in Q3 2025. 1,149 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • AGH Wealth Advisors reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • AGH Wealth Advisors sold 2,126 Southern Company shares in Q3 2026, an estimated $203K.
  • AGH Wealth Advisors first reported a position in Southern Company in Q1 2025 and held it in 4 quarters.
  • AGH Wealth Advisors's Southern Company position peaked at $223K in Q3 2025.
  • 1,149 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.