Mindset Wealth Management’s Southern Company SO Stock Holding History

Mindset 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	$479K	Sell	5,774 -573	-9%	-$52.2K	0.09%	101
2026 Q2	$607K	Buy	6,347 +16	+0.3%	+$1.51K	0.12%	85
2026 Q1	$611K	Buy	6,331 +2	+0%	+$185	0.16%	75
2025 Q4	$552K	Buy	6,329 +2	+0%	+$183	0.14%	77
2025 Q3	$600K	Buy	6,327 +2	+0%	+$187	0.16%	66
2025 Q2	$581K	Buy	6,325 +969	+18%	+$87K	0.19%	63
2025 Q1	$493K	Buy	5,356 +1,043	+24%	+$90.3K	0.19%	68
2024 Q4	$355K	Buy	4,313 +244	+6%	+$21.4K	0.13%	86
2024 Q3	$367K	Buy	+4,069	New	+$348K	0.15%	82

Other funds holding SO

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

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

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

Mindset Wealth Management reduced its Southern Company (SO) stake by 9% in Q3 2026, selling an estimated $52.2K and leaving 5,774 shares worth $479K. The position accounts for 0.09% of the portfolio, ranked #101.

Mindset Wealth Management first reported a position in SO in Q3 2024 and has held it in 9 quarters since. The position peaked at $611K in Q1 2026. 626 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Mindset Wealth Management held 5,774 shares of Southern Company worth $479K as of Q3 2026.
Mindset Wealth Management sold 573 Southern Company shares in Q3 2026, an estimated $52.2K.
Southern Company made up 0.09% of Mindset Wealth Management's portfolio in Q3 2026, its #101 holding.
Mindset Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Southern Company position peaked at $611K in Q1 2026.
626 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

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