Financial Perspectives’s Southern Company SO Stock Holding History

Financial Perspectives’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	$4.8K	Hold	58	–	–	﹤0.01%	615
2026 Q2	$5.54K	Hold	58	–	–	﹤0.01%	603
2026 Q1	$5.59K	Hold	58	–	–	﹤0.01%	581
2025 Q4	$5.05K	Hold	58	–	–	﹤0.01%	587
2025 Q3	$5.49K	Hold	58	–	–	﹤0.01%	579
2025 Q2	$5.32K	Hold	58	–	–	﹤0.01%	574
2025 Q1	$5.33K	Sell	58 -255	-81%	-$22.1K	﹤0.01%	565
2024 Q4	$25.8K	Buy	313 +57	+22%	+$5K	0.01%	380
2024 Q3	$23.1K	Hold	256	–	–	0.01%	371
2024 Q2	$19.9K	Hold	256	–	–	0.01%	384
2024 Q1	$18.4K	Hold	256	–	–	0.01%	392
2023 Q4	$18K	Hold	256	–	–	0.01%	393
2023 Q3	$16.6K	Hold	256	–	–	0.01%	383
2023 Q2	$18K	Hold	256	–	–	0.01%	374
2023 Q1	$17.8K	Hold	256	–	–	0.01%	371
2022 Q4	$18.3K	Hold	256	–	–	0.01%	369
2022 Q3	$17.4K	Hold	256	–	–	0.01%	366
2022 Q2	$18.3K	Hold	256	–	–	0.01%	364
2022 Q1	$18.6K	Hold	256	–	–	0.01%	385
2021 Q4	$17.6K	Hold	256	–	–	0.01%	373
2021 Q3	$15.9K	Hold	256	–	–	0.01%	383
2021 Q2	$15.5K	Hold	256	–	–	0.01%	412
2021 Q1	$15.9K	Sell	256 -3,000	-92%	-$180K	0.01%	385
2020 Q4	$200K	Hold	3,256	–	–	0.11%	117
2020 Q3	$177K	Hold	3,256	–	–	0.12%	106
2020 Q2	$169K	Hold	3,256	–	–	0.12%	101
2020 Q1	$176K	Hold	3,256	–	–	0.14%	79
2019 Q4	$207K	Buy	+3,256	New	+$202K	0.14%	84

Other funds holding SO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Financial Perspectives's SO Position: Q3 2026 in Review

Financial Perspectives held its Southern Company (SO) position steady in Q3 2026 at 58 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Financial Perspectives first reported a position in SO in Q4 2019 and has held it in 28 quarters since. The position peaked at $207K in Q4 2019. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Financial Perspectives held 58 shares of Southern Company worth $4.8K as of Q3 2026.
Financial Perspectives left its Southern Company share count unchanged in Q3 2026.
Southern Company made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #615 holding.
Financial Perspectives first reported a position in Southern Company in Q4 2019 and has held it in 28 quarters since.
Financial Perspectives's Southern Company position peaked at $207K in Q4 2019.
1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.