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Everhart Financial Group’s Southern Company SO Stock Holding History

Everhart Financial Group’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 		$203K Sell
2,454
-1,549
-39% -$141K 0.01% 465
2026
Q2 		$383K Buy
4,003
+129
+3% +$12.1K 0.02% 315
2026
Q1 		$374K Buy
3,874
+1,342
+53% +$124K 0.03% 326
2025
Q4 		$221K Sell
2,532
-808
-24% -$73.8K 0.02% 390
2025
Q3 		$317K Buy
+3,340
New +$312K 0.03% 308
2024
Q4 		– Sell
-2,934
Closed -$265K – 327
2024
Q3 		$265K Buy
+2,934
New +$251K 0.06% 274

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

Everhart Financial Group's SO Position: Q3 2026 in Review

Everhart Financial Group reduced its Southern Company (SO) stake by 39% in Q3 2026, selling an estimated $141K and leaving 2,454 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #465.

Everhart Financial Group first reported a position in SO in Q3 2024 and has held it in 6 quarters since. The position peaked at $383K in Q2 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Everhart Financial Group held 2,454 shares of Southern Company worth $203K as of Q3 2026.
  • Everhart Financial Group sold 1,549 Southern Company shares in Q3 2026, an estimated $141K.
  • Southern Company made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #465 holding.
  • Everhart Financial Group first reported a position in Southern Company in Q3 2024 and has held it in 6 quarters since.
  • Everhart Financial Group's Southern Company position peaked at $383K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.