Madrona Financial Services
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Madrona Financial Services’s Southern Company SO Stock Holding History

Madrona Financial Services’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 		$232K Sell
2,793
-567
-17% -$51.7K 0.04% 143
2026
Q2 		$322K Buy
3,360
+6
+0.2% +$565 0.06% 96
2026
Q1 		$324K Buy
3,354
+24
+0.7% +$2.22K 0.07% 81
2025
Q4 		$290K Sell
3,330
-59
-2% -$5.39K 0.06% 93
2025
Q3 		$321K Buy
3,389
+36
+1% +$3.36K 0.07% 84
2025
Q2 		$308K Buy
3,353
+824
+33% +$74K 0.07% 79
2025
Q1 		$233K Sell
2,529
-11
-0.4% -$952 0.06% 98
2024
Q4 		$209K Sell
2,540
-26
-1% -$2.28K 0.06% 105
2024
Q3 		$231K Buy
+2,566
New +$219K 0.06% 93
2024
Q1 		– Sell
-3,000
Closed -$210K – 102
2023
Q4 		$210K Buy
+3,000
New +$206K 0.08% 80
2023
Q3 		– Sell
-3,014
Closed -$212K – 99
2023
Q2 		$212K Sell
3,014
-871
-22% -$62.5K 0.1% 92
2023
Q1 		$270K Buy
3,885
+885
+30% +$59.6K 0.15% 69
2022
Q4 		$214K Hold
3,000
– – 0.12% 72
2022
Q3 		$204K Sell
3,000
-30
-1% -$2.27K 0.13% 70
2022
Q2 		$216K Hold
3,030
– – 0.13% 75
2022
Q1 		$230K Hold
3,030
– – 0.11% 74
2021
Q4 		$208K Buy
+3,030
New +$193K 0.09% 74

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Madrona Financial Services's SO Position: Q3 2026 in Review

Madrona Financial Services reduced its Southern Company (SO) stake by 17% in Q3 2026, selling an estimated $51.7K and leaving 2,793 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #143.

Madrona Financial Services first reported a position in SO in Q4 2021 and has held it in 17 quarters since. The position peaked at $324K in Q1 2026. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Madrona Financial Services held 2,793 shares of Southern Company worth $232K as of Q3 2026.
  • Madrona Financial Services sold 567 Southern Company shares in Q3 2026, an estimated $51.7K.
  • Southern Company made up 0.04% of Madrona Financial Services's portfolio in Q3 2026, its #143 holding.
  • Madrona Financial Services first reported a position in Southern Company in Q4 2021 and has held it in 17 quarters since.
  • Madrona Financial Services's Southern Company position peaked at $324K in Q1 2026.
  • 1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.