Ares Financial Consulting
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Ares Financial Consulting’s Southern Company SO Stock Holding History

Ares Financial Consulting’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 		$91.2K Hold
1,100
– – 0.06% 151
2026
Q2 		$105K Hold
1,100
– – 0.08% 142
2026
Q1 		$107K Hold
1,100
– – 0.08% 127
2025
Q4 		$95.9K Buy
+1,100
New +$100K 0.09% 107

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Ares Financial Consulting's SO Position: Q3 2026 in Review

Ares Financial Consulting held its Southern Company (SO) position steady in Q3 2026 at 1,100 shares worth $91.2K. The position accounts for 0.06% of the portfolio, ranked #151.

Ares Financial Consulting first reported a position in SO in Q4 2025 and has held it in 4 quarters since. The position peaked at $107K in Q1 2026. 1,470 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Ares Financial Consulting held 1,100 shares of Southern Company worth $91.2K as of Q3 2026.
  • Ares Financial Consulting left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.06% of Ares Financial Consulting's portfolio in Q3 2026, its #151 holding.
  • Ares Financial Consulting first reported a position in Southern Company in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Southern Company position peaked at $107K in Q1 2026.
  • 1,470 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.