Olistico Wealth’s Southern Company SO Stock Holding History

Olistico Wealth’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	$62.3K	Buy	752 +30	+4%	+$2.73K	0.03%	149
2026 Q2	$69.1K	Hold	722	–	–	0.03%	143
2026 Q1	$69.7K	Hold	722	–	–	0.03%	142
2025 Q4	$63K	Buy	+722	New	+$65.9K	0.03%	143
2025 Q3	–	Sell	-922	Closed	-$84.7K	–	300
2025 Q2	$84.7K	Buy	922 +200	+28%	+$18K	0.05%	133
2025 Q1	$66.4K	Sell	722 -914	-56%	-$79.1K	0.04%	145
2024 Q4	$135K	Buy	1,636 +36	+2%	+$3.16K	0.08%	114
2024 Q3	$144K	Hold	1,600	–	–	0.09%	109
2024 Q2	$124K	Buy	+1,600	New	+$121K	0.08%	117

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

Olistico Wealth's SO Position: Q3 2026 in Review

Olistico Wealth increased its Southern Company (SO) stake by 4.2% in Q3 2026, buying an estimated $2.73K and bringing the position to 752 shares worth $62.3K. The position accounts for 0.03% of the portfolio, ranked #149.

Olistico Wealth first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $144K in Q3 2024. 620 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Olistico Wealth held 752 shares of Southern Company worth $62.3K as of Q3 2026.
Olistico Wealth bought 30 Southern Company shares in Q3 2026, an estimated $2.73K.
Southern Company made up 0.03% of Olistico Wealth's portfolio in Q3 2026, its #149 holding.
Olistico Wealth first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Olistico Wealth's Southern Company position peaked at $144K in Q3 2024.
620 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.