Parrish Capital
SO icon

Parrish Capital’s Southern Company SO Stock Holding History

Parrish Capital’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 		$1.27M Sell
15,284
-134
-0.9% -$12.2K 1.23% 27
2026
Q2 		$1.48M Sell
15,418
-2,410
-14% -$227K 1.42% 24
2026
Q1 		$1.72M Sell
17,828
-221
-1% -$20.4K 1.53% 20
2025
Q4 		$1.57M Buy
+18,049
New +$1.65M 1.43% 22

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Parrish Capital's SO Position: Q3 2026 in Review

Parrish Capital reduced its Southern Company (SO) stake by 0.87% in Q3 2026, selling an estimated $12.2K and leaving 15,284 shares worth $1.27M. The position accounts for 1.23% of the portfolio, ranked #27.

Parrish Capital first reported a position in SO in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.72M in Q1 2026. 991 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Parrish Capital held 15,284 shares of Southern Company worth $1.27M as of Q3 2026.
  • Parrish Capital sold 134 Southern Company shares in Q3 2026, an estimated $12.2K.
  • Southern Company made up 1.23% of Parrish Capital's portfolio in Q3 2026, its #27 holding.
  • Parrish Capital first reported a position in Southern Company in Q4 2025 and has held it in 4 quarters since.
  • Parrish Capital's Southern Company position peaked at $1.72M in Q1 2026.
  • 991 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Parrish Capital's 13F filing for Q3 2026, filed 1 Oct 2026.