Integrated Advisors Network
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Integrated Advisors Network’s Southern Company SO Stock Holding History

Integrated Advisors Network’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 		$682K Sell
8,227
-488
-6% -$44.5K 0.03% 402
2026
Q2 		$834K Sell
8,715
-53
-0.6% -$4.99K 0.04% 365
2026
Q1 		$846K Sell
8,768
-3,369
-28% -$312K 0.04% 348
2025
Q4 		$1.06M Sell
12,137
-375
-3% -$34.2K 0.05% 335
2025
Q3 		$1.19M Buy
12,512
+294
+2% +$27.4K 0.05% 325
2025
Q2 		$1.12M Buy
12,218
+54
+0.4% +$4.85K 0.05% 328
2025
Q1 		$1.12M Sell
12,164
-242
-2% -$20.9K 0.06% 300
2024
Q4 		$1.02M Sell
12,406
-367
-3% -$32.2K 0.05% 303
2024
Q3 		$1.15M Sell
12,773
-1,033
-7% -$88.2K 0.05% 295
2024
Q2 		$1.07M Sell
13,806
-273
-2% -$20.7K 0.05% 298
2024
Q1 		$1.01M Buy
14,079
+3
+0% +$207 0.05% 308
2023
Q4 		$987K Buy
14,076
+222
+2% +$15.2K 0.06% 298
2023
Q3 		$897K Sell
13,854
-348
-2% -$24.2K 0.05% 299
2023
Q2 		$998K Buy
14,202
+394
+3% +$28.3K 0.06% 290
2023
Q1 		$961K Buy
13,808
+1,538
+13% +$104K 0.06% 294
2022
Q4 		$876K Buy
12,270
+118
+1% +$7.89K 0.06% 315
2022
Q3 		$826K Sell
12,152
-6,180
-34% -$468K 0.06% 302
2022
Q2 		$1.31M Buy
18,332
+2,400
+15% +$176K 0.09% 240
2022
Q1 		$1.16M Buy
15,932
+2,961
+23% +$201K 0.07% 278
2021
Q4 		$890K Sell
12,971
-720
-5% -$45.9K 0.05% 312
2021
Q3 		$848K Buy
13,691
+552
+4% +$35.5K 0.06% 298
2021
Q2 		$795K Buy
13,139
+2,253
+21% +$144K 0.06% 266
2021
Q1 		$677K Buy
10,886
+3,089
+40% +$185K 0.06% 270
2020
Q4 		$479K Sell
7,797
-3,886
-33% -$234K 0.05% 289
2020
Q3 		$633K Buy
11,683
+5,125
+78% +$274K 0.08% 221
2020
Q2 		$340K Buy
6,558
+1,133
+21% +$63K 0.04% 325
2020
Q1 		$294K Buy
5,425
+865
+19% +$54.8K 0.06% 270
2019
Q4 		$290K Buy
+4,560
New +$283K 0.04% 333

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

Integrated Advisors Network's SO Position: Q3 2026 in Review

Integrated Advisors Network reduced its Southern Company (SO) stake by 5.6% in Q3 2026, selling an estimated $44.5K and leaving 8,227 shares worth $682K. The position accounts for 0.03% of the portfolio, ranked #402.

Integrated Advisors Network first reported a position in SO in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.31M in Q2 2022. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Integrated Advisors Network held 8,227 shares of Southern Company worth $682K as of Q3 2026.
  • Integrated Advisors Network sold 488 Southern Company shares in Q3 2026, an estimated $44.5K.
  • Southern Company made up 0.03% of Integrated Advisors Network's portfolio in Q3 2026, its #402 holding.
  • Integrated Advisors Network first reported a position in Southern Company in Q4 2019 and has held it in 28 quarters since.
  • Integrated Advisors Network's Southern Company position peaked at $1.31M in Q2 2022.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.