Cedar Mountain Advisors’s Southern Company SO Stock Holding History

Cedar Mountain 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	$288K	Buy	3,472 +12	+0.3%	+$1.09K	0.05%	65
2026 Q2	$331K	Buy	3,460 +1,914	+124%	+$180K	0.06%	60
2026 Q1	$149K	Sell	1,546 -1,892	-55%	-$175K	0.03%	73
2025 Q4	$300K	Buy	3,438 +13	+0.4%	+$1.19K	0.06%	55
2025 Q3	$325K	Buy	3,425 +84	+3%	+$7.84K	0.06%	52
2025 Q2	$307K	Buy	3,341 +27	+0.8%	+$2.42K	0.06%	50
2025 Q1	$305K	Buy	3,314 +26	+0.8%	+$2.25K	0.07%	49
2024 Q4	$271K	Buy	3,288 +78	+2%	+$6.84K	0.06%	50
2024 Q3	$290K	Buy	3,210 +25	+0.8%	+$2.14K	0.07%	50
2024 Q2	$247K	Buy	3,185 +29	+0.9%	+$2.2K	0.06%	44
2024 Q1	$226K	Buy	3,156 +32	+1%	+$2.21K	0.06%	47
2023 Q4	$219K	Buy	3,124 +30	+1%	+$2.06K	0.06%	42
2023 Q3	$200K	Buy	3,094 +31	+1%	+$2.15K	0.06%	41
2023 Q2	$215K	Buy	3,063 +31	+1%	+$2.22K	0.06%	39
2023 Q1	$211K	Buy	3,032 +31	+1%	+$2.09K	0.06%	40
2022 Q4	$214K	Buy	3,001 +13	+0.4%	+$869	0.07%	39
2022 Q3	$203K	Buy	2,988 +11	+0.4%	+$833	0.07%	37
2022 Q2	$212K	Buy	2,977 +11	+0.4%	+$808	0.07%	37
2022 Q1	$215K	Buy	2,966 +12	+0.4%	+$813	0.06%	40
2021 Q4	$203K	Buy	2,954 +30	+1%	+$1.91K	0.06%	39
2021 Q3	$181K	Buy	2,924 +28	+1%	+$1.8K	0.06%	41
2021 Q2	$175K	Buy	2,896 +30	+1%	+$1.92K	0.06%	42
2021 Q1	$178K	Buy	2,866 +30	+1%	+$1.8K	0.06%	44
2020 Q4	$174K	Buy	2,836 +30	+1%	+$1.8K	0.06%	41
2020 Q3	$152K	Buy	2,806 +33	+1%	+$1.76K	0.06%	41
2020 Q2	$144K	Buy	2,773 +30	+1%	+$1.67K	0.06%	41
2020 Q1	$149K	Buy	2,743 +27	+1%	+$1.71K	0.07%	36
2019 Q4	$173K	Buy	+2,716	New	+$168K	0.07%	35

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 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

Cedar Mountain Advisors's SO Position: Q3 2026 in Review

Cedar Mountain Advisors increased its Southern Company (SO) stake by 0.35% in Q3 2026, buying an estimated $1.09K and bringing the position to 3,472 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #65.

Cedar Mountain Advisors first reported a position in SO in Q4 2019 and has held it in 28 quarters since. The position peaked at $331K in Q2 2026. 653 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Cedar Mountain Advisors held 3,472 shares of Southern Company worth $288K as of Q3 2026.
Cedar Mountain Advisors bought 12 Southern Company shares in Q3 2026, an estimated $1.09K.
Southern Company made up 0.05% of Cedar Mountain Advisors's portfolio in Q3 2026, its #65 holding.
Cedar Mountain Advisors first reported a position in Southern Company in Q4 2019 and has held it in 28 quarters since.
Cedar Mountain Advisors's Southern Company position peaked at $331K in Q2 2026.
653 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.