Armis Advisers’s Southern Company SO Stock Holding History

Armis Advisers’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	$3.04M	Buy	34,901 +9,052	+35%	+$825K	0.25%	72
2026 Q2	$2.48M	Sell	25,849 -458	-2%	-$43.1K	0.23%	73
2026 Q1	$2.45M	Sell	26,307 -1,242	-5%	-$115K	0.24%	74
2025 Q4	$2.57M	Sell	27,549 -540	-2%	-$49.3K	0.29%	62
2025 Q3	$2.62M	Sell	28,089 -2,439	-8%	-$228K	0.24%	67
2025 Q2	$2.83M	Buy	30,528 +6,218	+26%	+$558K	0.22%	85
2025 Q1	$2.23M	Buy	24,310 +21,387	+732%	+$1.85M	0.21%	96
2024 Q4	$241K	Buy	+2,923	New	+$256K	0.03%	309

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

Armis Advisers's SO Position: Q3 2026 in Review

Armis Advisers increased its Southern Company (SO) stake by 35% in Q3 2026, buying an estimated $825K and bringing the position to 34,901 shares worth $3.04M. The position accounts for 0.25% of the portfolio, ranked #72.

Armis Advisers first reported a position in SO in Q4 2024 and has held it in 8 quarters since. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Armis Advisers held 34,901 shares of Southern Company worth $3.04M as of Q3 2026.
Armis Advisers bought 9,052 Southern Company shares in Q3 2026, an estimated $825K.
Southern Company made up 0.25% of Armis Advisers's portfolio in Q3 2026, its #72 holding.
Armis Advisers first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.