Jeppson Wealth Management
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Jeppson Wealth Management’s Southern Company SO Stock Holding History

Jeppson 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 		$1.51M Buy
18,187
+915
+5% +$83.4K 0.43% 60
2026
Q2 		$1.65M Buy
17,272
+45
+0.3% +$4.24K 0.49% 54
2026
Q1 		$1.66M Sell
17,227
-115
-0.7% -$10.6K 0.52% 49
2025
Q4 		$1.51M Sell
17,342
-5
-0% -$456 0.48% 52
2025
Q3 		$1.64M Sell
17,347
-122
-0.7% -$11.4K 0.52% 49
2025
Q2 		$1.6M Sell
17,469
-34
-0.2% -$3.05K 0.55% 47
2025
Q1 		$1.61M Buy
17,503
+121
+0.7% +$10.5K 0.59% 46
2024
Q4 		$1.43M Buy
17,382
+90
+0.5% +$7.9K 0.52% 52
2024
Q3 		$1.56M Sell
17,292
-5
-0% -$427 0.56% 48
2024
Q2 		$1.34M Buy
17,297
+340
+2% +$25.8K 0.51% 53
2024
Q1 		$1.22M Sell
16,957
-8
-0% -$552 0.47% 61
2023
Q4 		$1.19M Buy
16,965
+5,394
+47% +$370K 0.49% 57
2023
Q3 		$749K Buy
11,571
+1,070
+10% +$74.3K 0.34% 79
2023
Q2 		$738K Sell
10,501
-150
-1% -$10.8K 0.32% 80
2023
Q1 		$741K Buy
10,651
+140
+1% +$9.43K 0.32% 76
2022
Q4 		$751K Buy
10,511
+5,877
+127% +$393K 0.32% 71
2022
Q3 		$315K Buy
4,634
+200
+5% +$15.2K 0.14% 130
2022
Q2 		$316K Buy
4,434
+1,650
+59% +$121K 0.14% 135
2022
Q1 		$201K Buy
+2,784
New +$189K 0.09% 164
2020
Q4 		– Sell
-2,750
Closed -$149K – 392
2020
Q3 		$149K Buy
+2,750
New +$147K 0.12% 139

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Jeppson Wealth Management increased its Southern Company (SO) stake by 5.3% in Q3 2026, buying an estimated $83.4K and bringing the position to 18,187 shares worth $1.51M. The position accounts for 0.43% of the portfolio, ranked #60.

Jeppson Wealth Management first reported a position in SO in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.66M in Q1 2026. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Jeppson Wealth Management held 18,187 shares of Southern Company worth $1.51M as of Q3 2026.
  • Jeppson Wealth Management bought 915 Southern Company shares in Q3 2026, an estimated $83.4K.
  • Southern Company made up 0.43% of Jeppson Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Jeppson Wealth Management first reported a position in Southern Company in Q3 2020 and has held it in 20 quarters since.
  • Jeppson Wealth Management's Southern Company position peaked at $1.66M in Q1 2026.
  • 979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.