Align Financial’s Southern Company SO Stock Holding History

Align Financial’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	$1.33K	Buy	+16	New	+$1.46K	﹤0.01%	378

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

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

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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Align Financial's SO Position: Q3 2026 in Review

Align Financial opened a new position in Southern Company (SO) in Q3 2026: 16 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #378 among its holdings.

578 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Align Financial held 16 shares of Southern Company worth $1.33K as of Q3 2026.
Southern Company was a new Align Financial position in Q3 2026.
Southern Company made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #378 holding.
578 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.