North Point Portfolio Managers’s Southern Company SO Stock Holding History

North Point Portfolio Managers’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	$25.4K	Buy	+306	New	+$27.9K	﹤0.01%	167

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

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

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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

North Point Portfolio Managers's SO Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Southern Company (SO) in Q3 2026: 306 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #167 among its holdings.

558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

North Point Portfolio Managers held 306 shares of Southern Company worth $25.4K as of Q3 2026.
Southern Company was a new North Point Portfolio Managers position in Q3 2026.
Southern Company made up ﹤0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #167 holding.
558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.