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Baring Financial’s Southern Company SO Stock Holding History

Baring Financial’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
-2,267
Closed -$217K – 92
2026
Q2 		$217K Buy
2,267
+136
+6% +$12.8K 0.12% 81
2026
Q1 		$206K Buy
+2,131
New +$197K 0.13% 71

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Baring Financial's SO Position: Q3 2026 in Review

Baring Financial sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,267 shares — an estimated $217K sold.

Baring Financial first reported a position in SO in Q1 2026 and held it in 2 quarters. The position peaked at $217K in Q2 2026. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Baring Financial reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Baring Financial sold 2,267 Southern Company shares in Q3 2026, an estimated $217K.
  • Baring Financial first reported a position in Southern Company in Q1 2026 and held it in 2 quarters.
  • Baring Financial's Southern Company position peaked at $217K in Q2 2026.
  • 979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Baring Financial's 13F filing for Q3 2026, filed 7 Oct 2026.