Mosley Wealth Management’s Southern Company SO Stock Holding History

Mosley 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	$130K	Sell	1,463 -101	-6%	-$9.2K	0.04%	191
2026 Q2	$150K	Sell	1,564 -10,022	-87%	-$944K	0.05%	171
2026 Q1	$1.1M	Buy	11,586 +127	+1%	+$11.7K	0.5%	45
2025 Q4	$1.1M	Buy	+11,459	New	+$1.05M	0.5%	46
2024 Q4	$1M	Buy	12,100 +1,404	+13%	+$123K	0.62%	35
2024 Q3	$992K	Buy	10,696 +4,239	+66%	+$362K	0.68%	28
2024 Q2	$501K	Buy	6,457 +386	+6%	+$29.3K	0.43%	50
2024 Q1	$436K	Sell	6,071 -65	-1%	-$4.49K	0.41%	56
2023 Q4	$430K	Buy	+6,136	New	+$421K	0.42%	52

Other funds holding SO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Mosley Wealth Management reduced its Southern Company (SO) stake by 6.5% in Q3 2026, selling an estimated $9.2K and leaving 1,463 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #191.

Mosley Wealth Management first reported a position in SO in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.1M in Q4 2025. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Mosley Wealth Management held 1,463 shares of Southern Company worth $130K as of Q3 2026.
Mosley Wealth Management sold 101 Southern Company shares in Q3 2026, an estimated $9.2K.
Southern Company made up 0.04% of Mosley Wealth Management's portfolio in Q3 2026, its #191 holding.
Mosley Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's Southern Company position peaked at $1.1M in Q4 2025.
1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.