IMG Wealth Management
SO icon

IMG Wealth Management’s Southern Company SO Stock Holding History

IMG 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 		$1.24K Sell
15
-90
-86% -$8.2K ﹤0.01% 519
2026
Q2 		$10K Buy
105
+44
+72% +$4.14K 0.01% 322
2026
Q1 		$5.89K Sell
61
-361
-86% -$33.4K ﹤0.01% 358
2025
Q4 		$36.8K Buy
422
+13
+3% +$1.19K 0.02% 186
2025
Q3 		$38.8K Hold
409
– – 0.03% 161
2025
Q2 		$37.6K Buy
+409
New +$36.7K 0.03% 163

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

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

IMG Wealth Management reduced its Southern Company (SO) stake by 86% in Q3 2026, selling an estimated $8.2K and leaving 15 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

IMG Wealth Management first reported a position in SO in Q2 2025 and has held it in 6 quarters since. The position peaked at $38.8K in Q3 2025. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • IMG Wealth Management held 15 shares of Southern Company worth $1.24K as of Q3 2026.
  • IMG Wealth Management sold 90 Southern Company shares in Q3 2026, an estimated $8.2K.
  • Southern Company made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #519 holding.
  • IMG Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 6 quarters since.
  • IMG Wealth Management's Southern Company position peaked at $38.8K in Q3 2025.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.