Members Wealth’s Southern Company SO Stock Holding History

Members 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	$356K	Sell	4,165 -76	-2%	-$6.92K	0.18%	84
2026 Q2	$406K	Buy	4,241 +8	+0.2%	+$753	0.22%	75
2026 Q1	$389K	Sell	4,233 -216	-5%	-$20K	0.23%	71
2025 Q4	$392K	Buy	4,449 +24	+0.5%	+$2.19K	0.25%	70
2025 Q3	$420K	Buy	+4,425	New	+$413K	0.27%	59
2025 Q1	$411K	Buy	4,467 +13	+0.3%	+$1.12K	0.31%	60
2024 Q4	$387K	Buy	+4,454	New	+$391K	0.29%	67
2024 Q2	$408K	Buy	+4,476	New	+$339K	0.27%	63

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

Members Wealth's SO Position: Q3 2026 in Review

Members Wealth reduced its Southern Company (SO) stake by 1.8% in Q3 2026, selling an estimated $6.92K and leaving 4,165 shares worth $356K. The position accounts for 0.18% of the portfolio, ranked #84.

Members Wealth first reported a position in SO in Q2 2024 and has held it in 8 quarters since. The position peaked at $420K in Q3 2025. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Members Wealth held 4,165 shares of Southern Company worth $356K as of Q3 2026.
Members Wealth sold 76 Southern Company shares in Q3 2026, an estimated $6.92K.
Southern Company made up 0.18% of Members Wealth's portfolio in Q3 2026, its #84 holding.
Members Wealth first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
Members Wealth's Southern Company position peaked at $420K in Q3 2025.
979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.