Enhancing Capital’s Southern Company SO Stock Holding History

Enhancing Capital’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	$207K	Hold	2,500	–	–	0.14%	86
2026 Q2	$239K	Hold	2,500	–	–	0.16%	87
2026 Q1	$241K	Hold	2,500	–	–	0.18%	79
2025 Q4	$218K	Hold	2,500	–	–	0.16%	85
2025 Q3	$237K	Hold	2,500	–	–	0.17%	83
2025 Q2	$230K	Hold	2,500	–	–	0.18%	87
2025 Q1	$230K	Hold	2,500	–	–	0.18%	85
2024 Q4	$206K	Buy	+2,500	New	+$219K	0.16%	89

Other funds holding SO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Enhancing Capital's SO Position: Q3 2026 in Review

Enhancing Capital held its Southern Company (SO) position steady in Q3 2026 at 2,500 shares worth $207K. The position accounts for 0.14% of the portfolio, ranked #86.

Enhancing Capital first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $241K in Q1 2026. 928 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Enhancing Capital held 2,500 shares of Southern Company worth $207K as of Q3 2026.
Enhancing Capital left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.14% of Enhancing Capital's portfolio in Q3 2026, its #86 holding.
Enhancing Capital first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
Enhancing Capital's Southern Company position peaked at $241K in Q1 2026.
928 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Enhancing Capital's 13F filing for Q3 2026, filed 26 Oct 2026.