High Point Wealth Management
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High Point Wealth Management’s Southern Company SO Stock Holding History

High Point 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 		$3.14M Buy
37,862
+523
+1% +$47.7K 2.48% 7
2026
Q2 		$3.57M Buy
37,339
+420
+1% +$39.5K 2.92% 7
2026
Q1 		$3.56M Buy
36,919
+1,363
+4% +$126K 3.44% 5
2025
Q4 		$3.1M Buy
+35,556
New +$3.25M 2.91% 7

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

High Point Wealth Management's SO Position: Q3 2026 in Review

High Point Wealth Management increased its Southern Company (SO) stake by 1.4% in Q3 2026, buying an estimated $47.7K and bringing the position to 37,862 shares worth $3.14M. The position accounts for 2.48% of the portfolio, ranked #7.

High Point Wealth Management first reported a position in SO in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.57M in Q2 2026. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • High Point Wealth Management held 37,862 shares of Southern Company worth $3.14M as of Q3 2026.
  • High Point Wealth Management bought 523 Southern Company shares in Q3 2026, an estimated $47.7K.
  • Southern Company made up 2.48% of High Point Wealth Management's portfolio in Q3 2026, its #7 holding.
  • High Point Wealth Management first reported a position in Southern Company in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Southern Company position peaked at $3.57M in Q2 2026.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.