FFA
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Farther Finance Advisors’s Southern Company SO Stock Holding History

Farther Finance Advisors’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 		$11.5M Buy
139,101
+5,581
+4% +$509K 0.08% 210
2026
Q2 		$12.8M Buy
133,520
+6,462
+5% +$608K 0.1% 175
2026
Q1 		$12.3M Buy
127,058
+3,936
+3% +$364K 0.12% 155
2025
Q4 		$10.7M Buy
123,122
+61,298
+99% +$5.6M 0.12% 157
2025
Q3 		$5.86M Buy
61,824
+17,965
+41% +$1.68M 0.09% 195
2025
Q2 		$4.03M Buy
43,859
+3,268
+8% +$294K 0.08% 222
2025
Q1 		$3.73M Buy
40,591
+15,584
+62% +$1.35M 0.1% 197
2024
Q4 		$2.06M Buy
25,007
+2,879
+13% +$253K 0.07% 219
2024
Q3 		$2M Buy
22,128
+9,222
+71% +$788K 0.07% 209
2024
Q2 		$994K Buy
12,906
+2,385
+23% +$181K 0.05% 304
2024
Q1 		$748K Buy
10,521
+1,143
+12% +$78.9K 0.05% 306
2023
Q4 		$658K Buy
9,378
+6,597
+237% +$453K 0.05% 299
2023
Q3 		$180K Buy
2,781
+743
+36% +$51.6K 0.03% 409
2023
Q2 		$143K Buy
2,038
+270
+15% +$19.4K 0.03% 373
2023
Q1 		$123K Buy
1,768
+573
+48% +$38.6K 0.04% 352
2022
Q4 		$85.3K Buy
+1,195
New +$79.9K 0.03% 359

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors's SO Position: Q3 2026 in Review

Farther Finance Advisors increased its Southern Company (SO) stake by 4.2% in Q3 2026, buying an estimated $509K and bringing the position to 139,101 shares worth $11.5M. The position accounts for 0.08% of the portfolio, ranked #210.

Farther Finance Advisors first reported a position in SO in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.8M in Q2 2026. 77 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Farther Finance Advisors held 139,101 shares of Southern Company worth $11.5M as of Q3 2026.
  • Farther Finance Advisors bought 5,581 Southern Company shares in Q3 2026, an estimated $509K.
  • Southern Company made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #210 holding.
  • Farther Finance Advisors first reported a position in Southern Company in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Southern Company position peaked at $12.8M in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.