Impact Partnership Wealth
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Impact Partnership Wealth’s Southern Company SO Stock Holding History

Impact Partnership 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 		$333K Buy
4,015
+496
+14% +$45.2K 0.03% 340
2026
Q2 		$337K Buy
+3,519
New +$331K 0.03% 326
2025
Q1 		– Sell
-13,664
Closed -$1.12M – 336
2024
Q4 		$1.12M Buy
13,664
+10,494
+331% +$921K 0.23% 49
2024
Q3 		$286K Buy
+3,170
New +$271K 0.06% 179
2024
Q2 		– Sell
-200
Closed -$14.3K – 610
2024
Q1 		$14.3K Hold
200
– – 0.01% 415
2023
Q4 		$14K Hold
200
– – 0.01% 453
2023
Q3 		$12.9K Buy
200
+125
+167% +$8.68K ﹤0.01% 549
2023
Q2 		$5.27K Buy
+75
New +$5.38K ﹤0.01% 494

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Impact Partnership Wealth's SO Position: Q3 2026 in Review

Impact Partnership Wealth increased its Southern Company (SO) stake by 14% in Q3 2026, buying an estimated $45.2K and bringing the position to 4,015 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #340.

Impact Partnership Wealth first reported a position in SO in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.12M in Q4 2024. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Impact Partnership Wealth held 4,015 shares of Southern Company worth $333K as of Q3 2026.
  • Impact Partnership Wealth bought 496 Southern Company shares in Q3 2026, an estimated $45.2K.
  • Southern Company made up 0.03% of Impact Partnership Wealth's portfolio in Q3 2026, its #340 holding.
  • Impact Partnership Wealth first reported a position in Southern Company in Q2 2023 and has held it in 8 quarters since.
  • Impact Partnership Wealth's Southern Company position peaked at $1.12M in Q4 2024.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.