Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Southern Company SO Stock Holding History

Fifth Third Wealth 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 		$3.32M Buy
40,092
+2,040
+5% +$186K 0.09% 163
2026
Q2 		$3.64M Sell
38,052
-2,367
-6% -$223K 0.1% 146
2026
Q1 		$3.9M Buy
40,419
+29,459
+269% +$2.73M 0.13% 123
2025
Q4 		$956K Sell
10,960
-474
-4% -$43.3K 0.03% 267
2025
Q3 		$1.08M Buy
11,434
+702
+7% +$65.5K 0.04% 232
2025
Q2 		$986K Sell
10,732
-1
-0% -$90 0.04% 236
2025
Q1 		$987K Buy
10,733
+648
+6% +$56.1K 0.05% 225
2024
Q4 		$830K Buy
10,085
+143
+1% +$12.5K 0.05% 231
2024
Q3 		$897K Buy
9,942
+161
+2% +$13.8K 0.05% 207
2024
Q2 		$759K Buy
+9,781
New +$741K 0.06% 196

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fifth Third Wealth Advisors's SO Position: Q3 2026 in Review

Fifth Third Wealth Advisors increased its Southern Company (SO) stake by 5.4% in Q3 2026, buying an estimated $186K and bringing the position to 40,092 shares worth $3.32M. The position accounts for 0.09% of the portfolio, ranked #163.

Fifth Third Wealth Advisors first reported a position in SO in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.9M in Q1 2026. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Fifth Third Wealth Advisors held 40,092 shares of Southern Company worth $3.32M as of Q3 2026.
  • Fifth Third Wealth Advisors bought 2,040 Southern Company shares in Q3 2026, an estimated $186K.
  • Southern Company made up 0.09% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #163 holding.
  • Fifth Third Wealth Advisors first reported a position in Southern Company in Q2 2024 and has held it in 10 quarters since.
  • Fifth Third Wealth Advisors's Southern Company position peaked at $3.9M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.