Consilium Wealth Advisory
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Consilium Wealth Advisory’s Southern Company SO Stock Holding History

Consilium Wealth Advisory’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 		$217K Hold
2,618
– – 0.06% 98
2026
Q2 		$251K Hold
2,618
– – 0.07% 97
2026
Q1 		$253K Buy
+2,618
New +$242K 0.09% 91

Other funds holding SO

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Consilium Wealth Advisory's SO Position: Q3 2026 in Review

Consilium Wealth Advisory held its Southern Company (SO) position steady in Q3 2026 at 2,618 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #98.

Consilium Wealth Advisory first reported a position in SO in Q1 2026 and has held it in 3 quarters since. The position peaked at $253K in Q1 2026. 1,548 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Consilium Wealth Advisory held 2,618 shares of Southern Company worth $217K as of Q3 2026.
  • Consilium Wealth Advisory left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.06% of Consilium Wealth Advisory's portfolio in Q3 2026, its #98 holding.
  • Consilium Wealth Advisory first reported a position in Southern Company in Q1 2026 and has held it in 3 quarters since.
  • Consilium Wealth Advisory's Southern Company position peaked at $253K in Q1 2026.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.