FEG
SO icon

Financial Enhancement Group’s Southern Company SO Stock Holding History

Financial Enhancement 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 		$599K Buy
7,015
+48
+0.7% +$4.37K 0.07% 99
2026
Q2 		$667K Buy
6,967
+18
+0.3% +$1.7K 0.08% 96
2026
Q1 		$657K Buy
6,949
+24
+0.3% +$2.22K 0.08% 98
2025
Q4 		$617K Sell
6,925
-3
-0% -$274 0.08% 104
2025
Q3 		$666K Buy
6,928
+1
+0% +$93 0.09% 102
2025
Q2 		$642K Sell
6,927
-370
-5% -$33.2K 0.09% 99
2025
Q1 		$670K Buy
7,297
+3,312
+83% +$287K 0.1% 90
2024
Q4 		$326K Buy
+3,985
New +$350K 0.05% 104
2022
Q4 		– Sell
-56
Closed -$4K – 289
2022
Q3 		$4K Hold
56
– – ﹤0.01% 216
2022
Q2 		$4K Hold
56
– – ﹤0.01% 212
2022
Q1 		$4K Buy
+56
New +$3.79K ﹤0.01% 218

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

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

Financial Enhancement Group increased its Southern Company (SO) stake by 0.69% in Q3 2026, buying an estimated $4.37K and bringing the position to 7,015 shares worth $599K. The position accounts for 0.07% of the portfolio, ranked #99.

Financial Enhancement Group first reported a position in SO in Q1 2022 and has held it in 11 quarters since. The position peaked at $670K in Q1 2025. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Financial Enhancement Group held 7,015 shares of Southern Company worth $599K as of Q3 2026.
  • Financial Enhancement Group bought 48 Southern Company shares in Q3 2026, an estimated $4.37K.
  • Southern Company made up 0.07% of Financial Enhancement Group's portfolio in Q3 2026, its #99 holding.
  • Financial Enhancement Group first reported a position in Southern Company in Q1 2022 and has held it in 11 quarters since.
  • Financial Enhancement Group's Southern Company position peaked at $670K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

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