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Burkett Financial Services’s Southern Company SO Stock Holding History

Burkett Financial Services’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 		$5.36K Hold
64
– – ﹤0.01% 323
2026
Q2 		$6.14K Buy
64
+1
+2% +$94 ﹤0.01% 200
2026
Q1 		$6.14K Hold
63
– – ﹤0.01% 183
2025
Q4 		$5.5K Hold
63
– – ﹤0.01% 178
2025
Q3 		$5.93K Buy
63
+1
+2% +$93 ﹤0.01% 167
2025
Q2 		$5.7K Hold
62
– – ﹤0.01% 161
2025
Q1 		$5.66K Buy
62
+1
+2% +$87 ﹤0.01% 182
2024
Q4 		$5.03K Hold
61
– – ﹤0.01% 157
2024
Q3 		$5.51K Hold
61
– – ﹤0.01% 149
2024
Q2 		$4.74K Hold
61
– – ﹤0.01% 154
2024
Q1 		$4.38K Buy
61
+1
+2% +$69 ﹤0.01% 159
2023
Q4 		$4.24K Buy
+60
New +$4.12K ﹤0.01% 157

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

Burkett Financial Services's SO Position: Q3 2026 in Review

Burkett Financial Services held its Southern Company (SO) position steady in Q3 2026 at 64 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Burkett Financial Services first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.14K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Burkett Financial Services held 64 shares of Southern Company worth $5.36K as of Q3 2026.
  • Burkett Financial Services left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #323 holding.
  • Burkett Financial Services first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Southern Company position peaked at $6.14K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.