Holos Integrated Wealth’s Southern Company SO Stock Holding History

Holos Integrated Wealth’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	$313K	Hold	3,503	–	–	0.14%	64
2026 Q2	$341K	Sell	3,503 -150	-4%	-$14.1K	0.16%	60
2026 Q1	$354K	Hold	3,653	–	–	0.18%	61
2025 Q4	$318K	Buy	3,653 +562	+18%	+$51.3K	0.18%	52
2025 Q3	$304K	Hold	3,091	–	–	0.18%	50
2025 Q2	$293K	Buy	3,091 +561	+22%	+$50.4K	0.18%	48
2025 Q1	$233K	Hold	2,530	–	–	0.15%	55
2024 Q4	$208K	Buy	+2,530	New	+$222K	0.14%	55

Other funds holding SO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Holos Integrated Wealth's SO Position: Q3 2026 in Review

Holos Integrated Wealth held its Southern Company (SO) position steady in Q3 2026 at 3,503 shares worth $313K. The position accounts for 0.14% of the portfolio, ranked #64.

Holos Integrated Wealth first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $354K in Q1 2026. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Holos Integrated Wealth held 3,503 shares of Southern Company worth $313K as of Q3 2026.
Holos Integrated Wealth left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.14% of Holos Integrated Wealth's portfolio in Q3 2026, its #64 holding.
Holos Integrated Wealth first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Southern Company position peaked at $354K in Q1 2026.
681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.