Orca Wealth Management’s Southern Company SO Stock Holding History

Orca 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	$372K	Buy	4,488 +1	+0%	+$91	0.22%	59
2026 Q2	$429K	Hold	4,487	–	–	0.26%	54
2026 Q1	$433K	Hold	4,487	–	–	0.31%	53
2025 Q4	$402K	Hold	4,487	–	–	0.29%	51
2025 Q3	$425K	Hold	4,487	–	–	0.32%	52
2025 Q2	$412K	Buy	4,487 +7	+0.2%	+$629	0.35%	50
2025 Q1	$412K	Buy	4,480 +2	+0%	+$173	0.37%	49
2024 Q4	$369K	Buy	+4,478	New	+$393K	0.33%	49

Other funds holding SO

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Orca Wealth Management increased its Southern Company (SO) stake by 0.02% in Q3 2026, buying an estimated $91 and bringing the position to 4,488 shares worth $372K. The position accounts for 0.22% of the portfolio, ranked #59.

Orca Wealth Management first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $433K in Q1 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Orca Wealth Management held 4,488 shares of Southern Company worth $372K as of Q3 2026.
Orca Wealth Management bought 1 Southern Company share in Q3 2026, an estimated $91.
Southern Company made up 0.22% of Orca Wealth Management's portfolio in Q3 2026, its #59 holding.
Orca Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's Southern Company position peaked at $433K in Q1 2026.
1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.