Covestor
SO icon

Covestor’s Southern Company SO Stock Holding History

Covestor’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 		$35K Buy
418
+13
+3% +$1.18K 0.02% 900
2026
Q2 		$39K Buy
405
+20
+5% +$1.88K 0.02% 920
2026
Q1 		$37K Sell
385
-274
-42% -$25.3K 0.03% 866
2025
Q4 		$58K Sell
659
-11
-2% -$1K 0.03% 858
2025
Q3 		$63K Sell
670
-95
-12% -$8.87K 0.03% 804
2025
Q2 		$70K Buy
765
+18
+2% +$1.62K 0.04% 745
2025
Q1 		$68K Buy
747
+148
+25% +$12.8K 0.05% 705
2024
Q4 		$49K Buy
599
+149
+33% +$13.1K 0.03% 866
2024
Q3 		$41K Hold
450
– – 0.03% 944
2024
Q2 		$35K Sell
450
-1,555
-78% -$118K 0.02% 1000
2024
Q1 		$144K Buy
2,005
+1,472
+276% +$102K 0.09% 298
2023
Q4 		$37K Buy
533
+2
+0.4% +$137 0.03% 975
2023
Q3 		$34K Sell
531
-32
-6% -$2.22K 0.03% 926
2023
Q2 		$40K Buy
563
+14
+3% +$1K 0.03% 873
2023
Q1 		$38K Buy
549
+65
+13% +$4.38K 0.03% 818
2022
Q4 		$35K Sell
484
-5
-1% -$334 0.03% 866
2022
Q3 		$33K Sell
489
-79
-14% -$5.98K 0.03% 856
2022
Q2 		$41K Sell
568
-1,334
-70% -$97.9K 0.03% 799
2022
Q1 		$138K Buy
1,902
+735
+63% +$49.8K 0.09% 314
2021
Q4 		$80K Buy
+1,167
New +$74.4K 0.11% 271

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Covestor's SO Position: Q3 2026 in Review

Covestor increased its Southern Company (SO) stake by 3.2% in Q3 2026, buying an estimated $1.18K and bringing the position to 418 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #900.

Covestor first reported a position in SO in Q4 2021 and has held it in 20 quarters since. The position peaked at $144K in Q1 2024. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Covestor held 418 shares of Southern Company worth $35K as of Q3 2026.
  • Covestor bought 13 Southern Company shares in Q3 2026, an estimated $1.18K.
  • Southern Company made up 0.02% of Covestor's portfolio in Q3 2026, its #900 holding.
  • Covestor first reported a position in Southern Company in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Southern Company position peaked at $144K in Q1 2024.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.