Foster Group
SO icon

Foster Group’s Southern Company SO Stock Holding History

Foster 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 		$268K Sell
3,232
-87
-3% -$7.93K 0.01% 259
2026
Q2 		$318K Buy
3,319
+57
+2% +$5.37K 0.01% 236
2026
Q1 		$315K Buy
3,262
+697
+27% +$64.5K 0.01% 208
2025
Q4 		$224K Sell
2,565
-210
-8% -$19.2K 0.01% 268
2025
Q3 		$263K Buy
2,775
+170
+7% +$15.9K 0.01% 224
2025
Q2 		$239K Buy
2,605
+40
+2% +$3.59K 0.01% 221
2025
Q1 		$236K Buy
+2,565
New +$222K 0.01% 190

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
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
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
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Foster Group's SO Position: Q3 2026 in Review

Foster Group reduced its Southern Company (SO) stake by 2.6% in Q3 2026, selling an estimated $7.93K and leaving 3,232 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #259.

Foster Group first reported a position in SO in Q1 2025 and has held it in 7 quarters since. The position peaked at $318K in Q2 2026. 438 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Foster Group held 3,232 shares of Southern Company worth $268K as of Q3 2026.
  • Foster Group sold 87 Southern Company shares in Q3 2026, an estimated $7.93K.
  • Southern Company made up 0.01% of Foster Group's portfolio in Q3 2026, its #259 holding.
  • Foster Group first reported a position in Southern Company in Q1 2025 and has held it in 7 quarters since.
  • Foster Group's Southern Company position peaked at $318K in Q2 2026.
  • 438 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.