BankPlus Wealth Management
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BankPlus Wealth Management’s Southern Company SO Stock Holding History

BankPlus Wealth Management’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 		– Sell
-2,310
Closed -$221K – 124
2026
Q2 		$221K Buy
2,310
+217
+10% +$20.4K 0.1% 113
2026
Q1 		$202K Buy
+2,093
New +$194K 0.1% 115
2025
Q4 		– Sell
-2,503
Closed -$237K – 114
2025
Q3 		$237K Sell
2,503
-42
-2% -$3.92K 0.14% 97
2025
Q2 		$234K Buy
2,545
+193
+8% +$17.3K 0.16% 95
2025
Q1 		$216K Buy
+2,352
New +$204K 0.16% 93

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

BankPlus Wealth Management's SO Position: Q3 2026 in Review

BankPlus Wealth Management sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,310 shares — an estimated $221K sold.

BankPlus Wealth Management first reported a position in SO in Q1 2025 and held it in 5 quarters. The position peaked at $237K in Q3 2025. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • BankPlus Wealth Management reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • BankPlus Wealth Management sold 2,310 Southern Company shares in Q3 2026, an estimated $221K.
  • BankPlus Wealth Management first reported a position in Southern Company in Q1 2025 and held it in 5 quarters.
  • BankPlus Wealth Management's Southern Company position peaked at $237K in Q3 2025.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.