Optivise Advisory Services
SO icon

Optivise Advisory Services’s Southern Company SO Stock Holding History

Optivise Advisory Services’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 		$253K Buy
3,055
+111
+4% +$10.1K 0.12% 188
2026
Q2 		$282K Buy
2,944
+379
+15% +$35.7K 0.14% 167
2026
Q1 		$248K Sell
2,565
-275
-10% -$25.4K 0.15% 155
2025
Q4 		$248K Buy
+2,840
New +$259K 0.14% 161

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

Optivise Advisory Services's SO Position: Q3 2026 in Review

Optivise Advisory Services increased its Southern Company (SO) stake by 3.8% in Q3 2026, buying an estimated $10.1K and bringing the position to 3,055 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #188.

Optivise Advisory Services first reported a position in SO in Q4 2025 and has held it in 4 quarters since. The position peaked at $282K in Q2 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Optivise Advisory Services held 3,055 shares of Southern Company worth $253K as of Q3 2026.
  • Optivise Advisory Services bought 111 Southern Company shares in Q3 2026, an estimated $10.1K.
  • Southern Company made up 0.12% of Optivise Advisory Services's portfolio in Q3 2026, its #188 holding.
  • Optivise Advisory Services first reported a position in Southern Company in Q4 2025 and has held it in 4 quarters since.
  • Optivise Advisory Services's Southern Company position peaked at $282K in Q2 2026.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.