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MJT & Associates Financial Advisory’s Southern Company SO Stock Holding History

MJT & Associates Financial Advisory’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 		$102K Sell
1,227
-2,047
-63% -$187K 0.07% 55
2026
Q2 		$313K Hold
3,274
– – 0.21% 34
2026
Q1 		$316K Hold
3,274
– – 0.23% 29
2025
Q4 		$285K Hold
3,274
– – 0.21% 32
2025
Q3 		$310K Hold
3,274
– – 0.25% 29
2025
Q2 		$301K Hold
3,274
– – 0.37% 32
2025
Q1 		$301K Buy
+3,274
New +$283K 0.29% 37

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

MJT & Associates Financial Advisory's SO Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Southern Company (SO) stake by 63% in Q3 2026, selling an estimated $187K and leaving 1,227 shares worth $102K. The position accounts for 0.07% of the portfolio, ranked #55.

MJT & Associates Financial Advisory first reported a position in SO in Q1 2025 and has held it in 7 quarters since. The position peaked at $316K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • MJT & Associates Financial Advisory held 1,227 shares of Southern Company worth $102K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 2,047 Southern Company shares in Q3 2026, an estimated $187K.
  • Southern Company made up 0.07% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #55 holding.
  • MJT & Associates Financial Advisory first reported a position in Southern Company in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Southern Company position peaked at $316K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.