MBE Wealth Management
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MBE Wealth Management’s Southern Company SO Stock Holding History

MBE 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 		$372K Buy
4,492
+980
+28% +$89.3K 0.13% 109
2026
Q2 		$336K Sell
3,512
-162
-4% -$15.3K 0.12% 114
2026
Q1 		$355K Buy
3,674
+392
+12% +$36.3K 0.15% 96
2025
Q4 		$286K Buy
3,282
+2
+0.1% +$183 0.12% 109
2025
Q3 		$311K Buy
3,280
+451
+16% +$42.1K 0.13% 97
2025
Q2 		$260K Buy
2,829
+2
+0.1% +$180 0.11% 111
2025
Q1 		$260K Buy
2,827
+118
+4% +$10.2K 0.12% 98
2024
Q4 		$223K Buy
2,709
+2
+0.1% +$175 0.13% 91
2024
Q3 		$244K Buy
2,707
+1
+0% +$85 0.13% 84
2024
Q2 		$210K Buy
+2,706
New +$205K 0.13% 86
2023
Q4 		– Sell
-4,090
Closed -$265K – 95
2023
Q3 		$265K Buy
+4,090
New +$284K 0.15% 60
2020
Q2 		– Sell
-915
Closed -$49K – 435
2020
Q1 		$49K Buy
+915
New +$58K 0.05% 125

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

MBE Wealth Management increased its Southern Company (SO) stake by 28% in Q3 2026, buying an estimated $89.3K and bringing the position to 4,492 shares worth $372K. The position accounts for 0.13% of the portfolio, ranked #109.

MBE Wealth Management first reported a position in SO in Q1 2020 and has held it in 12 quarters since. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • MBE Wealth Management held 4,492 shares of Southern Company worth $372K as of Q3 2026.
  • MBE Wealth Management bought 980 Southern Company shares in Q3 2026, an estimated $89.3K.
  • Southern Company made up 0.13% of MBE Wealth Management's portfolio in Q3 2026, its #109 holding.
  • MBE Wealth Management first reported a position in Southern Company in Q1 2020 and has held it in 12 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.