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Floyd Financial Group’s Southern Company SO Stock Holding History

Floyd Financial 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 		– Sell
-2,161
Closed -$207K – 66
2026
Q2 		$207K Sell
2,161
-250
-10% -$23.5K 0.14% 65
2026
Q1 		$228K Hold
2,411
– – 0.15% 64
2025
Q4 		$227K Hold
2,411
– – 0.15% 67
2025
Q3 		$236K Sell
2,411
-156
-6% -$14.6K 0.18% 55
2025
Q2 		$235K Buy
2,567
+160
+7% +$14.4K 0.22% 46
2025
Q1 		$221K Buy
+2,407
New +$208K 0.2% 53

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Floyd Financial Group sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,161 shares — an estimated $207K sold.

Floyd Financial Group first reported a position in SO in Q1 2025 and held it in 6 quarters. The position peaked at $236K in Q3 2025. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Floyd Financial Group reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Floyd Financial Group sold 2,161 Southern Company shares in Q3 2026, an estimated $207K.
  • Floyd Financial Group first reported a position in Southern Company in Q1 2025 and held it in 6 quarters.
  • Floyd Financial Group's Southern Company position peaked at $236K in Q3 2025.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Floyd Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.