Cantor Fitzgerald Investment Advisors’s Southern Company SO Stock Holding History

Cantor Fitzgerald Investment Advisors’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	$373K	Hold	4,500	–	–	0.03%	156
2026 Q2	$431K	Sell	4,500 -500	-10%	-$47.1K	0.03%	156
2026 Q1	$483K	Hold	5,000	–	–	0.04%	151
2025 Q4	$436K	Hold	5,000	–	–	0.03%	156
2025 Q3	$474K	Hold	5,000	–	–	0.03%	155
2025 Q2	$459K	Sell	5,000 -600	-11%	-$53.9K	0.03%	155
2025 Q1	$515K	Hold	5,600	–	–	0.04%	147
2024 Q4	$461K	Sell	5,600 -240	-4%	-$21.1K	0.03%	155
2024 Q3	$527K	Buy	5,840 +140	+2%	+$12K	0.04%	154
2024 Q2	$442K	Hold	5,700	–	–	0.03%	131
2024 Q1	$409K	Hold	5,700	–	–	0.03%	130
2023 Q4	$400K	Buy	+5,700	New	+$391K	0.03%	132

Other funds holding SO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's SO Position: Q3 2026 in Review

Cantor Fitzgerald Investment Advisors held its Southern Company (SO) position steady in Q3 2026 at 4,500 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #156.

Cantor Fitzgerald Investment Advisors first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $527K in Q3 2024. 326 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Cantor Fitzgerald Investment Advisors held 4,500 shares of Southern Company worth $373K as of Q3 2026.
Cantor Fitzgerald Investment Advisors left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.03% of Cantor Fitzgerald Investment Advisors's portfolio in Q3 2026, its #156 holding.
Cantor Fitzgerald Investment Advisors first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
Cantor Fitzgerald Investment Advisors's Southern Company position peaked at $527K in Q3 2024.
326 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.