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Mirador Capital Partners’s Southern Company SO Stock Holding History

Mirador Capital Partners’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 		$519K Buy
6,265
+105
+2% +$9.57K 0.06% 152
2026
Q2 		$590K Sell
6,160
-101
-2% -$9.51K 0.07% 141
2026
Q1 		$604K Buy
6,261
+43
+0.7% +$3.98K 0.09% 130
2025
Q4 		$542K Sell
6,218
-15
-0.2% -$1.37K 0.07% 141
2025
Q3 		$591K Sell
6,233
-87
-1% -$8.12K 0.08% 133
2025
Q2 		$580K Buy
6,320
+376
+6% +$33.8K 0.09% 126
2025
Q1 		$547K Buy
5,944
+260
+5% +$22.5K 0.1% 130
2024
Q4 		$468K Buy
5,684
+163
+3% +$14.3K 0.08% 130
2024
Q3 		$498K Buy
5,521
+157
+3% +$13.4K 0.09% 126
2024
Q2 		$416K Buy
5,364
+64
+1% +$4.85K 0.08% 130
2024
Q1 		$380K Buy
5,300
+327
+7% +$22.6K 0.07% 142
2023
Q4 		$349K Buy
4,973
+180
+4% +$12.4K 0.07% 136
2023
Q3 		$310K Buy
4,793
+266
+6% +$18.5K 0.07% 146
2023
Q2 		$318K Sell
4,527
-32
-0.7% -$2.29K 0.08% 151
2023
Q1 		$317K Buy
4,559
+106
+2% +$7.14K 0.08% 146
2022
Q4 		$318K Buy
4,453
+292
+7% +$19.5K 0.08% 147
2022
Q3 		$283K Sell
4,161
-32
-0.8% -$2.42K 0.07% 165
2022
Q2 		$299K Buy
4,193
+256
+7% +$18.8K 0.07% 161
2022
Q1 		$285K Buy
3,937
+732
+23% +$49.6K 0.06% 180
2021
Q4 		$220K Buy
+3,205
New +$204K 0.05% 199

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Mirador Capital Partners's SO Position: Q3 2026 in Review

Mirador Capital Partners increased its Southern Company (SO) stake by 1.7% in Q3 2026, buying an estimated $9.57K and bringing the position to 6,265 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #152.

Mirador Capital Partners first reported a position in SO in Q4 2021 and has held it in 20 quarters since. The position peaked at $604K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Mirador Capital Partners held 6,265 shares of Southern Company worth $519K as of Q3 2026.
  • Mirador Capital Partners bought 105 Southern Company shares in Q3 2026, an estimated $9.57K.
  • Southern Company made up 0.06% of Mirador Capital Partners's portfolio in Q3 2026, its #152 holding.
  • Mirador Capital Partners first reported a position in Southern Company in Q4 2021 and has held it in 20 quarters since.
  • Mirador Capital Partners's Southern Company position peaked at $604K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.