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Armstrong Advisory Group’s Southern Company SO Stock Holding History

Armstrong Advisory 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 		$375K Sell
4,525
-826
-15% -$75.3K 0.02% 170
2026
Q2 		$512K Buy
5,351
+5
+0.1% +$471 0.03% 143
2026
Q1 		$516K Sell
5,346
-263
-5% -$24.3K 0.03% 138
2025
Q4 		$489K Sell
5,609
-166
-3% -$15.2K 0.03% 142
2025
Q3 		$547K Buy
5,775
+3
+0.1% +$280 0.04% 126
2025
Q2 		$530K Buy
5,772
+7
+0.1% +$629 0.04% 118
2025
Q1 		$475K Hold
5,765
– – 0.04% 115
2024
Q4 		$475K Buy
5,765
+134
+2% +$11.8K 0.04% 115
2024
Q3 		$508K Buy
5,631
+227
+4% +$19.4K 0.04% 103
2024
Q2 		$419K Sell
5,404
-866
-14% -$65.6K 0.04% 107
2024
Q1 		$440K Hold
6,270
– – 0.04% 109
2023
Q4 		$440K Sell
6,270
-116
-2% -$7.97K 0.04% 109
2023
Q3 		$413K Sell
6,386
-300
-4% -$20.8K 0.05% 101
2023
Q2 		$470K Sell
6,686
-417
-6% -$29.9K 0.05% 95
2023
Q1 		$494K Buy
7,103
+300
+4% +$20.2K 0.06% 90
2022
Q4 		$486K Buy
+6,803
New +$455K 0.06% 93

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Armstrong Advisory Group's SO Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Southern Company (SO) stake by 15% in Q3 2026, selling an estimated $75.3K and leaving 4,525 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #170.

Armstrong Advisory Group first reported a position in SO in Q4 2022 and has held it in 16 quarters since. The position peaked at $547K in Q3 2025. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Armstrong Advisory Group held 4,525 shares of Southern Company worth $375K as of Q3 2026.
  • Armstrong Advisory Group sold 826 Southern Company shares in Q3 2026, an estimated $75.3K.
  • Southern Company made up 0.02% of Armstrong Advisory Group's portfolio in Q3 2026, its #170 holding.
  • Armstrong Advisory Group first reported a position in Southern Company in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Southern Company position peaked at $547K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.