CGC Financial Services
SO icon

CGC Financial Services’s Southern Company SO Stock Holding History

CGC 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 		$24.3K Hold
293
– – 0.01% 175
2026
Q2 		$28K Sell
293
-200
-41% -$18.8K 0.01% 164
2026
Q1 		$47.6K Buy
493
+200
+68% +$18.5K 0.01% 127
2025
Q4 		$25.6K Hold
293
– – 0.01% 173
2025
Q3 		$27.8K Hold
293
– – 0.01% 166
2025
Q2 		$26.9K Hold
293
– – 0.01% 159
2025
Q1 		$26.9K Hold
293
– – 0.01% 144
2024
Q4 		$24.1K Hold
293
– – 0.01% 152
2024
Q3 		$26.4K Buy
293
+233
+388% +$19.9K 0.01% 139
2024
Q2 		$4.65K Hold
60
– – ﹤0.01% 244
2024
Q1 		$4.3K Sell
60
-210
-78% -$14.5K ﹤0.01% 252
2023
Q4 		$18.9K Buy
270
+210
+350% +$14.4K 0.01% 174
2023
Q3 		$3.88K Hold
60
– – ﹤0.01% 218
2023
Q2 		$4.22K Buy
+60
New +$4.3K ﹤0.01% 228

Other funds holding SO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

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

CGC Financial Services held its Southern Company (SO) position steady in Q3 2026 at 293 shares worth $24.3K. The position accounts for 0.01% of the portfolio, ranked #175.

CGC Financial Services first reported a position in SO in Q2 2023 and has held it in 14 quarters since. The position peaked at $47.6K in Q1 2026. 1,592 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • CGC Financial Services held 293 shares of Southern Company worth $24.3K as of Q3 2026.
  • CGC Financial Services left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.01% of CGC Financial Services's portfolio in Q3 2026, its #175 holding.
  • CGC Financial Services first reported a position in Southern Company in Q2 2023 and has held it in 14 quarters since.
  • CGC Financial Services's Southern Company position peaked at $47.6K in Q1 2026.
  • 1,592 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

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