BS
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Brighton Securities’s Southern Company SO Stock Holding History

Brighton Securities’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
-2,428
Closed -$232K – 54
2026
Q2 		$232K Sell
2,428
-150
-6% -$14.1K 0.1% 40
2026
Q1 		$249K Buy
2,578
+14
+0.5% +$1.29K 0.12% 36
2025
Q4 		$224K Sell
2,564
-173
-6% -$15.8K 0.11% 40
2025
Q3 		$259K Sell
2,737
-1,800
-40% -$168K 0.14% 35
2025
Q2 		$417K Sell
4,537
-1,053
-19% -$94.6K 0.23% 26
2025
Q1 		$514K Buy
5,590
+33
+0.6% +$2.86K 0.25% 18
2024
Q4 		$457K Buy
+5,557
New +$488K 0.22% 25

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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Brighton Securities's SO Position: Q3 2026 in Review

Brighton Securities sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,428 shares — an estimated $232K sold.

Brighton Securities first reported a position in SO in Q4 2024 and held it in 7 quarters. The position peaked at $514K in Q1 2025. 77 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Brighton Securities reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Brighton Securities sold 2,428 Southern Company shares in Q3 2026, an estimated $232K.
  • Brighton Securities first reported a position in Southern Company in Q4 2024 and held it in 7 quarters.
  • Brighton Securities's Southern Company position peaked at $514K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Brighton Securities's 13F filing for Q3 2026, filed 8 Oct 2026.