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Colton Groome Financial Advisors’s Southern Company SO Stock Holding History

Colton Groome Financial 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 		$222K Buy
2,674
+3
+0.1% +$273 0.05% 148
2026
Q2 		$256K Buy
2,671
+449
+20% +$42.3K 0.06% 144
2026
Q1 		$214K Buy
+2,222
New +$206K 0.06% 132
2025
Q4 		– Sell
-2,222
Closed -$211K – 142
2025
Q3 		$211K Buy
+2,222
New +$207K 0.06% 134
2024
Q4 		– Sell
-3,900
Closed -$352K – 132
2024
Q3 		$352K Hold
3,900
– – 0.13% 97
2024
Q2 		$303K Hold
3,900
– – 0.12% 99
2024
Q1 		$280K Sell
3,900
-17
-0.4% -$1.17K 0.11% 95
2023
Q4 		$275K Buy
+3,917
New +$269K 0.12% 100
2023
Q1 		– Sell
-3,417
Closed -$244K – 138
2022
Q4 		$244K Hold
3,417
– – 0.12% 113
2022
Q3 		$232K Hold
3,417
– – 0.12% 100
2022
Q2 		$244K Hold
3,417
– – 0.12% 96
2022
Q1 		$248K Buy
+3,417
New +$231K 0.11% 94

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

Colton Groome Financial Advisors's SO Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its Southern Company (SO) stake by 0.11% in Q3 2026, buying an estimated $273 and bringing the position to 2,674 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #148.

Colton Groome Financial Advisors first reported a position in SO in Q1 2022 and has held it in 12 quarters since. The position peaked at $352K in Q3 2024. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Colton Groome Financial Advisors held 2,674 shares of Southern Company worth $222K as of Q3 2026.
  • Colton Groome Financial Advisors bought 3 Southern Company shares in Q3 2026, an estimated $273.
  • Southern Company made up 0.05% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #148 holding.
  • Colton Groome Financial Advisors first reported a position in Southern Company in Q1 2022 and has held it in 12 quarters since.
  • Colton Groome Financial Advisors's Southern Company position peaked at $352K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.