Pacifica Partners
SO icon

Pacifica Partners’s Southern Company SO Stock Holding History

Pacifica Partners’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 		$48.4K Hold
580
– – 0.01% 182
2026
Q2 		$56.8K Hold
580
– – 0.02% 185
2026
Q1 		$56K Hold
580
– – 0.02% 192
2025
Q4 		$50.6K Hold
580
– – 0.02% 181
2025
Q3 		$55K Buy
580
+435
+300% +$40.6K 0.02% 193
2025
Q2 		$13.2K Buy
+145
New +$13K 0.01% 311

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Pacifica Partners's SO Position: Q3 2026 in Review

Pacifica Partners held its Southern Company (SO) position steady in Q3 2026 at 580 shares worth $48.4K. The position accounts for 0.01% of the portfolio, ranked #182.

Pacifica Partners first reported a position in SO in Q2 2025 and has held it in 6 quarters since. The position peaked at $56.8K in Q2 2026. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Pacifica Partners held 580 shares of Southern Company worth $48.4K as of Q3 2026.
  • Pacifica Partners left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.01% of Pacifica Partners's portfolio in Q3 2026, its #182 holding.
  • Pacifica Partners first reported a position in Southern Company in Q2 2025 and has held it in 6 quarters since.
  • Pacifica Partners's Southern Company position peaked at $56.8K in Q2 2026.
  • 681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Pacifica Partners's 13F filing for Q3 2026, filed 9 Oct 2026.