Maia Wealth’s Southern Company SO Stock Holding History

Maia Wealth’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	$1.54M	Buy	18,566 +2,477	+15%	+$226K	0.21%	124
2026 Q2	$1.54M	Buy	16,089 +7,341	+84%	+$691K	0.23%	123
2026 Q1	$844K	Buy	8,748 +3,061	+54%	+$283K	0.14%	159
2025 Q4	$526K	Buy	5,687 +577	+11%	+$52.7K	0.09%	210
2025 Q3	$464K	Buy	5,110 +2,088	+69%	+$195K	0.08%	219
2025 Q2	$278K	Buy	+3,022	New	+$271K	0.05%	265

Other funds holding SO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Maia Wealth's SO Position: Q3 2026 in Review

Maia Wealth increased its Southern Company (SO) stake by 15% in Q3 2026, buying an estimated $226K and bringing the position to 18,566 shares worth $1.54M. The position accounts for 0.21% of the portfolio, ranked #124.

Maia Wealth first reported a position in SO in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.54M in Q2 2026. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Maia Wealth held 18,566 shares of Southern Company worth $1.54M as of Q3 2026.
Maia Wealth bought 2,477 Southern Company shares in Q3 2026, an estimated $226K.
Southern Company made up 0.21% of Maia Wealth's portfolio in Q3 2026, its #124 holding.
Maia Wealth first reported a position in Southern Company in Q2 2025 and has held it in 6 quarters since.
Maia Wealth's Southern Company position peaked at $1.54M in Q2 2026.
979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

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