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Investment Partners Asset Management’s Southern Company SO Stock Holding History

Investment Partners Asset 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 		$832K Buy
10,040
+2
+0% +$182 0.45% 60
2026
Q2 		$961K Buy
10,038
+2
+0% +$188 0.53% 52
2026
Q1 		$969K Sell
10,036
-108
-1% -$9.99K 0.6% 45
2025
Q4 		$885K Buy
10,144
+2
+0% +$183 0.55% 52
2025
Q3 		$961K Buy
10,142
+3
+0% +$280 0.63% 42
2025
Q2 		$931K Buy
10,139
+2
+0% +$180 0.65% 44
2025
Q1 		$932K Sell
10,137
-133
-1% -$11.5K 0.73% 40
2024
Q4 		$845K Sell
10,270
-125
-1% -$11K 0.66% 43
2024
Q3 		$937K Buy
10,395
+246
+2% +$21K 0.77% 37
2024
Q2 		$787K Sell
10,149
-142
-1% -$10.8K 0.7% 42
2024
Q1 		$738K Hold
10,291
– – 0.67% 45
2023
Q4 		$722K Buy
+10,291
New +$707K 0.72% 43

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Investment Partners Asset Management's SO Position: Q3 2026 in Review

Investment Partners Asset Management increased its Southern Company (SO) stake by 0.02% in Q3 2026, buying an estimated $182 and bringing the position to 10,040 shares worth $832K. The position accounts for 0.45% of the portfolio, ranked #60.

Investment Partners Asset Management first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $969K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Investment Partners Asset Management held 10,040 shares of Southern Company worth $832K as of Q3 2026.
  • Investment Partners Asset Management bought 2 Southern Company shares in Q3 2026, an estimated $182.
  • Southern Company made up 0.45% of Investment Partners Asset Management's portfolio in Q3 2026, its #60 holding.
  • Investment Partners Asset Management first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's Southern Company position peaked at $969K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.