Chronos Wealth Management
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Chronos Wealth Management’s Southern Company SO Stock Holding History

Chronos 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 		$7.57M Buy
91,268
+1,114
+1% +$102K 3.37% 11
2026
Q2 		$8.63M Buy
90,154
+2,199
+3% +$207K 3.83% 10
2026
Q1 		$8.49M Sell
87,955
-407
-0.5% -$37.6K 4.11% 10
2025
Q4 		$7.71M Buy
88,362
+2,269
+3% +$207K 3.57% 9
2025
Q3 		$8.16M Sell
86,093
-452
-0.5% -$42.2K 4% 10
2025
Q2 		$7.95M Buy
86,545
+805
+0.9% +$72.3K 4.12% 9
2025
Q1 		$7.88M Buy
85,740
+304
+0.4% +$26.3K 4.23% 10
2024
Q4 		$7.03M Buy
85,436
+1,050
+1% +$92.1K 3.59% 12
2024
Q3 		$7.61M Sell
84,386
-40
-0% -$3.42K 3.97% 11
2024
Q2 		$6.55M Buy
84,426
+483
+0.6% +$36.6K 3.64% 12
2024
Q1 		$6.02M Buy
83,943
+3,471
+4% +$240K 3.52% 13
2023
Q4 		$5.64M Sell
80,472
-257
-0.3% -$17.6K 3.59% 12
2023
Q3 		$5.22M Buy
80,729
+3,211
+4% +$223K 3.66% 12
2023
Q2 		$5.45M Sell
77,518
-345
-0.4% -$24.7K 3.77% 13
2023
Q1 		$5.42M Buy
77,863
+287
+0.4% +$19.3K 4.07% 11
2022
Q4 		$5.54M Buy
77,576
+6,119
+9% +$409K 4.37% 11
2022
Q3 		$4.86M Sell
71,457
-4,090
-5% -$310K 4.02% 11
2022
Q2 		$5.39M Buy
75,547
+380
+0.5% +$27.9K 4.04% 11
2022
Q1 		$5.45M Buy
75,167
+5,167
+7% +$350K 3.47% 13
2021
Q4 		$4.8M Sell
70,000
-293
-0.4% -$18.7K 2.91% 17
2021
Q3 		$4.36M Sell
70,293
-51
-0.1% -$3.28K 2.96% 15
2021
Q2 		$4.26M Buy
70,344
+61
+0.1% +$3.9K 2.92% 15
2021
Q1 		$4.37M Buy
70,283
+1,299
+2% +$77.8K 3.31% 13
2020
Q4 		$4.24M Sell
68,984
-1,719
-2% -$103K 3.48% 13
2020
Q3 		$3.83M Buy
70,703
+4,143
+6% +$221K 3.45% 13
2020
Q2 		$3.45M Buy
66,560
+22,317
+50% +$1.24M 3.34% 13
2020
Q1 		$2.4M Buy
44,243
+5,026
+13% +$318K 2.76% 16
2019
Q4 		$2.5M Buy
+39,217
New +$2.43M 2.45% 17

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Chronos Wealth Management's SO Position: Q3 2026 in Review

Chronos Wealth Management increased its Southern Company (SO) stake by 1.2% in Q3 2026, buying an estimated $102K and bringing the position to 91,268 shares worth $7.57M. The position accounts for 3.37% of the portfolio, ranked #11.

Chronos Wealth Management first reported a position in SO in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.63M in Q2 2026. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Chronos Wealth Management held 91,268 shares of Southern Company worth $7.57M as of Q3 2026.
  • Chronos Wealth Management bought 1,114 Southern Company shares in Q3 2026, an estimated $102K.
  • Southern Company made up 3.37% of Chronos Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Chronos Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 28 quarters since.
  • Chronos Wealth Management's Southern Company position peaked at $8.63M in Q2 2026.
  • 979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Chronos Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.