LongView Wealth Management’s Southern Company SO Stock Holding History

LongView 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	$1.7M	Sell	20,482 -765	-4%	-$69.7K	0.41%	59
2026 Q2	$2.03M	Sell	21,247 -10,003	-32%	-$942K	0.52%	47
2026 Q1	$3M	Sell	31,250 -3,496	-10%	-$323K	0.75%	37
2025 Q4	$3.01M	Sell	34,746 -1,641	-5%	-$150K	0.73%	37
2025 Q3	$3.45M	Sell	36,387 -397	-1%	-$37.1K	0.93%	29
2025 Q2	$3.38M	Sell	36,784 -2,140	-5%	-$192K	1.02%	25
2025 Q1	$3.58M	Sell	38,924 -1,754	-4%	-$152K	1.07%	27
2024 Q4	$3.35M	Buy	40,678 +14	+0%	+$1.23K	1.02%	27
2024 Q3	$3.67M	Buy	40,664 +2,019	+5%	+$172K	1.17%	22
2024 Q2	$3M	Sell	38,645 -1,506	-4%	-$114K	1.11%	23
2024 Q1	$2.88M	Sell	40,151 -1,986	-5%	-$137K	1.14%	23
2023 Q4	$3.03M	Buy	+42,137	New	+$2.89M	1.35%	18

Other funds holding SO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

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

LongView Wealth Management reduced its Southern Company (SO) stake by 3.6% in Q3 2026, selling an estimated $69.7K and leaving 20,482 shares worth $1.7M. The position accounts for 0.41% of the portfolio, ranked #59.

LongView Wealth Management first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.67M in Q3 2024. 854 funds tracked by Wall St. Rank hold SO as of Q3 2026.

LongView Wealth Management held 20,482 shares of Southern Company worth $1.7M as of Q3 2026.
LongView Wealth Management sold 765 Southern Company shares in Q3 2026, an estimated $69.7K.
Southern Company made up 0.41% of LongView Wealth Management's portfolio in Q3 2026, its #59 holding.
LongView Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's Southern Company position peaked at $3.67M in Q3 2024.
854 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.