McCarter Private Wealth Services
SO icon

McCarter Private Wealth Services’s Southern Company SO Stock Holding History

McCarter Private Wealth 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 		$550K Sell
6,632
-15
-0.2% -$1.37K 0.19% 102
2026
Q2 		$636K Buy
6,647
+952
+17% +$89.6K 0.22% 98
2026
Q1 		$550K Buy
5,695
+1,365
+32% +$126K 0.24% 89
2025
Q4 		$378K Buy
+4,330
New +$395K 0.17% 111

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

McCarter Private Wealth Services's SO Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its Southern Company (SO) stake by 0.23% in Q3 2026, selling an estimated $1.37K and leaving 6,632 shares worth $550K. The position accounts for 0.19% of the portfolio, ranked #102.

McCarter Private Wealth Services first reported a position in SO in Q4 2025 and has held it in 4 quarters since. The position peaked at $636K in Q2 2026. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • McCarter Private Wealth Services held 6,632 shares of Southern Company worth $550K as of Q3 2026.
  • McCarter Private Wealth Services sold 15 Southern Company shares in Q3 2026, an estimated $1.37K.
  • Southern Company made up 0.19% of McCarter Private Wealth Services's portfolio in Q3 2026, its #102 holding.
  • McCarter Private Wealth Services first reported a position in Southern Company in Q4 2025 and has held it in 4 quarters since.
  • McCarter Private Wealth Services's Southern Company position peaked at $636K in Q2 2026.
  • 681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.