M.E. Allison & Co’s Southern Company SO Stock Holding History

M.E. Allison & Co’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	$663K	Hold	7,996	–	–	0.37%	73
2026 Q2	$765K	Hold	7,996	–	–	0.44%	63
2026 Q1	$772K	Hold	7,996	–	–	0.51%	55
2025 Q4	$697K	Buy	7,996 +555	+7%	+$50.7K	0.47%	57
2025 Q3	$705K	Sell	7,441 -133	-2%	-$12.4K	0.49%	55
2025 Q2	$696K	Buy	7,574 +1,818	+32%	+$163K	0.56%	48
2025 Q1	$529K	Buy	5,756 +2,800	+95%	+$242K	0.52%	56
2024 Q4	$243K	Buy	+2,956	New	+$259K	0.27%	116

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

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

M.E. Allison & Co's SO Position: Q3 2026 in Review

M.E. Allison & Co held its Southern Company (SO) position steady in Q3 2026 at 7,996 shares worth $663K. The position accounts for 0.37% of the portfolio, ranked #73.

M.E. Allison & Co first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $772K in Q1 2026. 510 funds tracked by Wall St. Rank hold SO as of Q3 2026.

M.E. Allison & Co held 7,996 shares of Southern Company worth $663K as of Q3 2026.
M.E. Allison & Co left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.37% of M.E. Allison & Co's portfolio in Q3 2026, its #73 holding.
M.E. Allison & Co first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
M.E. Allison & Co's Southern Company position peaked at $772K in Q1 2026.
510 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.