AWE
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Avidian Wealth Enterprises’s Southern Company SO Stock Holding History

Avidian Wealth Enterprises’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 		$922K Buy
11,125
+972
+10% +$88.6K 0.03% 345
2026
Q2 		$972K Buy
10,153
+2,210
+28% +$208K 0.03% 324
2026
Q1 		$767K Buy
7,943
+2,617
+49% +$242K 0.02% 340
2025
Q4 		$464K Sell
5,326
-308
-5% -$28.1K 0.02% 390
2025
Q3 		$534K Buy
5,634
+937
+20% +$87.5K 0.02% 355
2025
Q2 		$431K Buy
4,697
+106
+2% +$9.52K 0.02% 370
2025
Q1 		$422K Sell
4,591
-187
-4% -$16.2K 0.02% 343
2024
Q4 		$393K Sell
4,778
-2,476
-34% -$217K 0.02% 345
2024
Q3 		$654K Buy
7,254
+523
+8% +$44.7K 0.03% 252
2024
Q2 		$522K Buy
6,731
+500
+8% +$37.9K 0.02% 287
2024
Q1 		$447K Buy
6,231
+180
+3% +$12.4K 0.02% 281
2023
Q4 		$424K Buy
6,051
+3
+0% +$206 0.03% 287
2023
Q3 		$391K Buy
6,048
+719
+13% +$49.9K 0.03% 284
2023
Q2 		$374K Buy
5,329
+95
+2% +$6.81K 0.02% 309
2023
Q1 		$364K Buy
5,234
+341
+7% +$23K 0.02% 355
2022
Q4 		$349K Sell
4,893
-2,324
-32% -$155K 0.02% 334
2022
Q3 		$491K Buy
7,217
+119
+2% +$9.01K 0.04% 238
2022
Q2 		$506K Buy
7,098
+2,484
+54% +$182K 0.04% 266
2022
Q1 		$335K Buy
4,614
+666
+17% +$45.1K 0.02% 367
2021
Q4 		$271K Sell
3,948
-132
-3% -$8.41K 0.02% 428
2021
Q3 		$253K Buy
+4,080
New +$263K 0.02% 324

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

Avidian Wealth Enterprises's SO Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Southern Company (SO) stake by 9.6% in Q3 2026, buying an estimated $88.6K and bringing the position to 11,125 shares worth $922K. The position accounts for 0.03% of the portfolio, ranked #345.

Avidian Wealth Enterprises first reported a position in SO in Q3 2021 and has held it in 21 quarters since. The position peaked at $972K in Q2 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Avidian Wealth Enterprises held 11,125 shares of Southern Company worth $922K as of Q3 2026.
  • Avidian Wealth Enterprises bought 972 Southern Company shares in Q3 2026, an estimated $88.6K.
  • Southern Company made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #345 holding.
  • Avidian Wealth Enterprises first reported a position in Southern Company in Q3 2021 and has held it in 21 quarters since.
  • Avidian Wealth Enterprises's Southern Company position peaked at $972K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.