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Ledgewood Wealth Advisors’s Southern Company SO Stock Holding History

Ledgewood Wealth Advisors’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 		$240K Hold
2,892
– – 0.13% 63
2026
Q2 		$277K Hold
2,892
– – 0.15% 61
2026
Q1 		$279K Hold
2,892
– – 0.16% 62
2025
Q4 		$252K Hold
2,892
– – 0.15% 64
2025
Q3 		$274K Hold
2,892
– – 0.16% 65
2025
Q2 		$266K Hold
2,892
– – 0.17% 60
2025
Q1 		$266K Hold
2,892
– – 0.17% 57
2024
Q4 		$238K Hold
2,892
– – 0.15% 61
2024
Q3 		$261K Buy
+2,892
New +$247K 0.18% 57

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

Ledgewood Wealth Advisors's SO Position: Q3 2026 in Review

Ledgewood Wealth Advisors held its Southern Company (SO) position steady in Q3 2026 at 2,892 shares worth $240K. The position accounts for 0.13% of the portfolio, ranked #63.

Ledgewood Wealth Advisors first reported a position in SO in Q3 2024 and has held it in 9 quarters since. The position peaked at $279K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Ledgewood Wealth Advisors held 2,892 shares of Southern Company worth $240K as of Q3 2026.
  • Ledgewood Wealth Advisors left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.13% of Ledgewood Wealth Advisors's portfolio in Q3 2026, its #63 holding.
  • Ledgewood Wealth Advisors first reported a position in Southern Company in Q3 2024 and has held it in 9 quarters since.
  • Ledgewood Wealth Advisors's Southern Company position peaked at $279K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.