Capital Advisors Wealth Management’s Southern Company SO Stock Holding History

Capital Advisors Wealth Management’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	$680K	Sell	8,199 -79	-1%	-$7.2K	0.08%	128
2026 Q2	$792K	Buy	8,278 +21	+0.3%	+$1.98K	0.09%	119
2026 Q1	$797K	Buy	8,257 +132	+2%	+$12.2K	0.11%	110
2025 Q4	$709K	Buy	8,125 +86	+1%	+$7.85K	0.1%	108
2025 Q3	$762K	Buy	8,039 +3,206	+66%	+$299K	0.11%	98
2025 Q2	$444K	Buy	4,833 +35	+0.7%	+$3.14K	0.07%	123
2025 Q1	$441K	Buy	4,798 +219	+5%	+$19K	0.08%	114
2024 Q4	$377K	Buy	4,579 +2,062	+82%	+$181K	0.07%	115
2024 Q3	$227K	Buy	+2,517	New	+$215K	0.04%	153

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

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

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

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

Capital Advisors Wealth Management's SO Position: Q3 2026 in Review

Capital Advisors Wealth Management reduced its Southern Company (SO) stake by 0.95% in Q3 2026, selling an estimated $7.2K and leaving 8,199 shares worth $680K. The position accounts for 0.08% of the portfolio, ranked #128.

Capital Advisors Wealth Management first reported a position in SO in Q3 2024 and has held it in 9 quarters since. The position peaked at $797K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Capital Advisors Wealth Management held 8,199 shares of Southern Company worth $680K as of Q3 2026.
Capital Advisors Wealth Management sold 79 Southern Company shares in Q3 2026, an estimated $7.2K.
Southern Company made up 0.08% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #128 holding.
Capital Advisors Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 9 quarters since.
Capital Advisors Wealth Management's Southern Company position peaked at $797K in Q1 2026.
113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.