Eagle Strategies
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Eagle Strategies’s Southern Company SO Stock Holding History

Eagle Strategies’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 		$784K Buy
9,461
+1
+0% +$91 0.08% 164
2026
Q2 		$905K Buy
9,460
+7
+0.1% +$659 0.09% 153
2026
Q1 		$912K Buy
9,453
+18
+0.2% +$1.66K 0.11% 135
2025
Q4 		$823K Buy
9,435
+23
+0.2% +$2.1K 0.11% 131
2025
Q3 		$892K Buy
9,412
+4
+0% +$373 0.12% 123
2025
Q2 		$864K Buy
9,408
+3
+0% +$269 0.13% 114
2025
Q1 		$865K Sell
9,405
-46
-0.5% -$3.98K 0.15% 111
2024
Q4 		$778K Buy
9,451
+53
+0.6% +$4.65K 0.13% 116
2024
Q3 		$848K Buy
9,398
+3
+0% +$256 0.15% 103
2024
Q2 		$729K Buy
9,395
+6,594
+235% +$500K 0.14% 111
2024
Q1 		$201K Sell
2,801
-6,222
-69% -$430K 0.04% 257
2023
Q4 		$633K Sell
9,023
-93
-1% -$6.39K 0.14% 108
2023
Q3 		$590K Buy
9,116
+3
+0% +$208 0.15% 107
2023
Q2 		$640K Buy
9,113
+2
+0% +$143 0.16% 104
2023
Q1 		$634K Buy
9,111
+3
+0% +$202 0.16% 100
2022
Q4 		$650K Buy
+9,108
New +$609K 0.19% 94
2022
Q3 		– Sell
-9,269
Closed -$661K – 139
2022
Q2 		$661K Sell
9,269
-37
-0.4% -$2.72K 0.24% 81
2022
Q1 		$675K Buy
9,306
+42
+0.5% +$2.84K 0.26% 70
2021
Q4 		$635K Buy
+9,264
New +$591K 0.25% 74

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

Eagle Strategies's SO Position: Q3 2026 in Review

Eagle Strategies increased its Southern Company (SO) stake by 0.01% in Q3 2026, buying an estimated $91 and bringing the position to 9,461 shares worth $784K. The position accounts for 0.08% of the portfolio, ranked #164.

Eagle Strategies first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $912K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Eagle Strategies held 9,461 shares of Southern Company worth $784K as of Q3 2026.
  • Eagle Strategies bought 1 Southern Company share in Q3 2026, an estimated $91.
  • Southern Company made up 0.08% of Eagle Strategies's portfolio in Q3 2026, its #164 holding.
  • Eagle Strategies first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's Southern Company position peaked at $912K in Q1 2026.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.