Omni 360 Wealth
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Omni 360 Wealth’s Southern Company SO Stock Holding History

Omni 360 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 		$338K Buy
4,074
+46
+1% +$4.19K 0.15% 110
2026
Q2 		$385K Hold
4,028
– – 0.18% 95
2026
Q1 		$389K Hold
4,028
– – 0.2% 92
2025
Q4 		$356K Buy
4,028
+400
+11% +$36.5K 0.18% 98
2025
Q3 		$344K Hold
3,628
– – 0.19% 93
2025
Q2 		$333K Hold
3,628
– – 0.21% 89
2025
Q1 		$334K Sell
3,628
-20
-0.5% -$1.73K 0.22% 80
2024
Q4 		$300K Sell
3,648
-282
-7% -$24.7K 0.2% 88
2024
Q3 		$354K Hold
3,930
– – 0.24% 82
2024
Q2 		$305K Buy
3,930
+20
+0.5% +$1.52K 0.23% 87
2024
Q1 		$280K Sell
3,910
-76
-2% -$5.25K 0.23% 88
2023
Q4 		$279K Buy
+3,986
New +$274K 0.26% 79

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Omni 360 Wealth's SO Position: Q3 2026 in Review

Omni 360 Wealth increased its Southern Company (SO) stake by 1.1% in Q3 2026, buying an estimated $4.19K and bringing the position to 4,074 shares worth $338K. The position accounts for 0.15% of the portfolio, ranked #110.

Omni 360 Wealth first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $389K in Q1 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Omni 360 Wealth held 4,074 shares of Southern Company worth $338K as of Q3 2026.
  • Omni 360 Wealth bought 46 Southern Company shares in Q3 2026, an estimated $4.19K.
  • Southern Company made up 0.15% of Omni 360 Wealth's portfolio in Q3 2026, its #110 holding.
  • Omni 360 Wealth first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
  • Omni 360 Wealth's Southern Company position peaked at $389K in Q1 2026.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.