CRWM
SO icon

Castle Rock Wealth Management’s Southern Company SO Stock Holding History

Castle Rock 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 		$2.21M Buy
+25,809
New +$2.35M 0.42% 57
2020
Q1 		– Sell
-3,050
Closed -$209K – 178
2019
Q4 		$209K Buy
+3,050
New +$189K 0.19% 158

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

Castle Rock Wealth Management's SO Position: Q3 2026 in Review

Castle Rock Wealth Management opened a new position in Southern Company (SO) in Q3 2026: 25,809 shares worth $2.21M. The stake represents 0.42% of the portfolio and ranks #57 among its holdings. This is a return to the name: Castle Rock Wealth Management previously reported a position in SO as recently as Q4 2019.

Castle Rock Wealth Management first reported a position in SO in Q4 2019 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Castle Rock Wealth Management held 25,809 shares of Southern Company worth $2.21M as of Q3 2026.
  • Southern Company was a new Castle Rock Wealth Management position in Q3 2026.
  • Southern Company made up 0.42% of Castle Rock Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Castle Rock Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

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