Finer Wealth Management
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Finer Wealth Management’s Southern Company SO Stock Holding History

Finer Wealth Management’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 		$231K Sell
2,781
-601
-18% -$54.8K 0.09% 87
2026
Q2 		$324K Buy
3,382
+11
+0.3% +$1.04K 0.14% 71
2026
Q1 		$325K Buy
3,371
+756
+29% +$69.9K 0.16% 70
2025
Q4 		$228K Buy
2,615
+11
+0.4% +$1K 0.11% 77
2025
Q3 		$247K Sell
2,604
-30
-1% -$2.8K 0.12% 78
2025
Q2 		$242K Sell
2,634
-174
-6% -$15.6K 0.13% 80
2025
Q1 		$258K Hold
2,808
– – 0.15% 73
2024
Q4 		$231K Hold
2,808
– – 0.13% 80
2024
Q3 		$253K Hold
2,808
– – 0.16% 72
2024
Q2 		$218K Hold
2,808
– – 0.14% 70
2024
Q1 		$201K Buy
+2,808
New +$194K 0.13% 77
2023
Q4 		– Sell
-3,397
Closed -$220K – 81
2023
Q3 		$220K Hold
3,397
– – 0.18% 78
2023
Q2 		$239K Buy
+3,397
New +$244K 0.19% 76

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Finer Wealth Management's SO Position: Q3 2026 in Review

Finer Wealth Management reduced its Southern Company (SO) stake by 18% in Q3 2026, selling an estimated $54.8K and leaving 2,781 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #87.

Finer Wealth Management first reported a position in SO in Q2 2023 and has held it in 13 quarters since. The position peaked at $325K in Q1 2026. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Finer Wealth Management held 2,781 shares of Southern Company worth $231K as of Q3 2026.
  • Finer Wealth Management sold 601 Southern Company shares in Q3 2026, an estimated $54.8K.
  • Southern Company made up 0.09% of Finer Wealth Management's portfolio in Q3 2026, its #87 holding.
  • Finer Wealth Management first reported a position in Southern Company in Q2 2023 and has held it in 13 quarters since.
  • Finer Wealth Management's Southern Company position peaked at $325K in Q1 2026.
  • 979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.