McGlone Suttner Wealth Management
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McGlone Suttner Wealth Management’s Southern Company SO Stock Holding History

McGlone Suttner 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 		$823K Buy
9,927
+77
+0.8% +$7.02K 0.1% 93
2026
Q2 		$943K Buy
9,850
+370
+4% +$34.8K 0.11% 89
2026
Q1 		$915K Buy
9,480
+394
+4% +$36.4K 0.12% 87
2025
Q4 		$792K Buy
9,086
+468
+5% +$42.7K 0.11% 88
2025
Q3 		$817K Sell
8,618
-1,180
-12% -$110K 0.11% 84
2025
Q2 		$900K Buy
9,798
+1,233
+14% +$111K 0.14% 78
2025
Q1 		$788K Buy
8,565
+116
+1% +$10K 0.13% 83
2024
Q4 		$696K Buy
8,449
+523
+7% +$45.9K 0.12% 80
2024
Q3 		$715K Buy
7,926
+1,431
+22% +$122K 0.15% 77
2024
Q2 		$455K Sell
6,495
-969
-13% -$73.4K 0.09% 87
2024
Q1 		$536K Buy
7,464
+969
+15% +$66.9K 0.1% 88
2023
Q4 		$455K Buy
6,495
+412
+7% +$28.3K 0.09% 87
2023
Q3 		$394K Buy
6,083
+292
+5% +$20.3K 0.09% 86
2023
Q2 		$407K Buy
5,791
+206
+4% +$14.8K 0.09% 87
2023
Q1 		$389K Buy
5,585
+445
+9% +$30K 0.1% 84
2022
Q4 		$367K Buy
+5,140
New +$344K 0.12% 83

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

McGlone Suttner Wealth Management's SO Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Southern Company (SO) stake by 0.78% in Q3 2026, buying an estimated $7.02K and bringing the position to 9,927 shares worth $823K. The position accounts for 0.1% of the portfolio, ranked #93.

McGlone Suttner Wealth Management first reported a position in SO in Q4 2022 and has held it in 16 quarters since. The position peaked at $943K in Q2 2026. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • McGlone Suttner Wealth Management held 9,927 shares of Southern Company worth $823K as of Q3 2026.
  • McGlone Suttner Wealth Management bought 77 Southern Company shares in Q3 2026, an estimated $7.02K.
  • Southern Company made up 0.1% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #93 holding.
  • McGlone Suttner Wealth Management first reported a position in Southern Company in Q4 2022 and has held it in 16 quarters since.
  • McGlone Suttner Wealth Management's Southern Company position peaked at $943K in Q2 2026.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

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