Barlow Wealth Partners’s Southern Company SO Stock Holding History

Barlow Wealth Partners’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	$224K	Hold	2,620	–	–	0.02%	141
2026 Q2	$253K	Hold	2,620	–	–	0.03%	132
2026 Q1	$248K	Hold	2,620	–	–	0.03%	123
2025 Q4	$228K	Hold	2,620	–	–	0.02%	128
2025 Q3	$255K	Hold	2,620	–	–	0.03%	116
2025 Q2	$239K	Sell	2,620 -33	-1%	-$2.96K	0.03%	120
2025 Q1	$240K	Buy	+2,653	New	+$230K	0.03%	117
2024 Q4	–	Sell	-3,120	Closed	-$277K	–	152
2024 Q3	$277K	Hold	3,120	–	–	0.04%	124
2024 Q2	$258K	Hold	3,120	–	–	0.04%	126
2024 Q1	$214K	Sell	3,120 -10	-0.3%	-$690	0.03%	149
2023 Q4	$219K	Buy	+3,130	New	+$215K	0.03%	140

Other funds holding SO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barlow Wealth Partners's SO Position: Q3 2026 in Review

Barlow Wealth Partners held its Southern Company (SO) position steady in Q3 2026 at 2,620 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #141.

Barlow Wealth Partners first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $277K in Q3 2024. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Barlow Wealth Partners held 2,620 shares of Southern Company worth $224K as of Q3 2026.
Barlow Wealth Partners left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.02% of Barlow Wealth Partners's portfolio in Q3 2026, its #141 holding.
Barlow Wealth Partners first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's Southern Company position peaked at $277K in Q3 2024.
1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.