EWP
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Elevation Wealth Partners’s Southern Company SO Stock Holding History

Elevation Wealth Partners’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 		$36.1K Buy
435
+231
+113% +$21.1K 0.01% 476
2026
Q2 		$19.5K Buy
204
+148
+264% +$13.9K 0.01% 600
2026
Q1 		$5.41K Hold
56
– – ﹤0.01% 688
2025
Q4 		$4.88K Buy
56
+14
+33% +$1.28K ﹤0.01% 636
2025
Q3 		$3.98K Buy
+42
New +$3.92K ﹤0.01% 521

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

Elevation Wealth Partners's SO Position: Q3 2026 in Review

Elevation Wealth Partners increased its Southern Company (SO) stake by 113% in Q3 2026, buying an estimated $21.1K and bringing the position to 435 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #476.

Elevation Wealth Partners first reported a position in SO in Q3 2025 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Elevation Wealth Partners held 435 shares of Southern Company worth $36.1K as of Q3 2026.
  • Elevation Wealth Partners bought 231 Southern Company shares in Q3 2026, an estimated $21.1K.
  • Southern Company made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #476 holding.
  • Elevation Wealth Partners first reported a position in Southern Company in Q3 2025 and has held it in 5 quarters since.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.