ARS Wealth Advisors Group
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ARS Wealth Advisors Group’s Southern Company SO Stock Holding History

ARS Wealth Advisors 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 		$9.25M Buy
111,582
+1,356
+1% +$124K 0.67% 35
2026
Q2 		$10.5M Buy
110,226
+2,117
+2% +$199K 0.83% 31
2026
Q1 		$10.4M Buy
108,109
+4,928
+5% +$456K 0.88% 30
2025
Q4 		$9M Buy
103,181
+1,962
+2% +$179K 0.81% 32
2025
Q3 		$9.6M Buy
101,219
+1,033
+1% +$96.4K 0.95% 31
2025
Q2 		$9.2M Buy
100,186
+1,386
+1% +$124K 1.06% 28
2025
Q1 		$9.08M Buy
98,800
+2,255
+2% +$195K 1.28% 25
2024
Q4 		$7.95M Sell
96,545
-254
-0.3% -$22.3K 1.09% 27
2024
Q3 		$8.73M Buy
96,799
+1,505
+2% +$129K 1.07% 28
2024
Q2 		$7.39M Sell
95,294
-1,441
-1% -$109K 0.96% 27
2024
Q1 		$6.94M Sell
96,735
-11,334
-10% -$782K 0.94% 31
2023
Q4 		$7.58M Sell
108,069
-13,242
-11% -$909K 1.12% 31
2023
Q3 		$7.85M Buy
121,311
+1,722
+1% +$120K 1.29% 31
2023
Q2 		$8.4M Buy
119,589
+1,457
+1% +$104K 1.33% 29
2023
Q1 		$8.22M Buy
118,132
+36,872
+45% +$2.48M 1.52% 28
2022
Q4 		$5.8M Sell
81,260
-11,273
-12% -$754K 0.96% 38
2022
Q3 		$6.29M Buy
92,533
+1,308
+1% +$99.1K 0.96% 41
2022
Q2 		$6.5M Buy
91,225
+77,421
+561% +$5.68M 0.89% 42
2022
Q1 		$1M Sell
13,804
-468
-3% -$31.7K 0.17% 57
2021
Q4 		$979K Sell
14,272
-967
-6% -$61.6K 0.16% 57
2021
Q3 		$944K Buy
+15,239
New +$981K 0.17% 55

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

ARS Wealth Advisors Group's SO Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Southern Company (SO) stake by 1.2% in Q3 2026, buying an estimated $124K and bringing the position to 111,582 shares worth $9.25M. The position accounts for 0.67% of the portfolio, ranked #35.

ARS Wealth Advisors Group first reported a position in SO in Q3 2021 and has held it in 21 quarters since. The position peaked at $10.5M in Q2 2026. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • ARS Wealth Advisors Group held 111,582 shares of Southern Company worth $9.25M as of Q3 2026.
  • ARS Wealth Advisors Group bought 1,356 Southern Company shares in Q3 2026, an estimated $124K.
  • Southern Company made up 0.67% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #35 holding.
  • ARS Wealth Advisors Group first reported a position in Southern Company in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's Southern Company position peaked at $10.5M in Q2 2026.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.