Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s Southern Company SO Stock Holding History

Patrick M. Sweeney & Associates’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 		$215K Buy
2,588
+75
+3% +$6.83K 0.12% 164
2026
Q2 		$241K Buy
2,513
+150
+6% +$14.1K 0.14% 158
2026
Q1 		$228K Hold
2,363
– – 0.15% 154
2025
Q4 		$206K Buy
2,363
+70
+3% +$6.39K 0.13% 157
2025
Q3 		$217K Hold
2,293
– – 0.14% 152
2025
Q2 		$210K Hold
2,293
– – 0.14% 151
2025
Q1 		$211K Buy
+2,293
New +$198K 0.16% 143
2024
Q4 		– Sell
-2,293
Closed -$207K – 153
2024
Q3 		$207K Buy
+2,293
New +$196K 0.15% 149

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

Patrick M. Sweeney & Associates's SO Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Southern Company (SO) stake by 3% in Q3 2026, buying an estimated $6.83K and bringing the position to 2,588 shares worth $215K. The position accounts for 0.12% of the portfolio, ranked #164.

Patrick M. Sweeney & Associates first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $241K in Q2 2026. 635 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Patrick M. Sweeney & Associates held 2,588 shares of Southern Company worth $215K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 75 Southern Company shares in Q3 2026, an estimated $6.83K.
  • Southern Company made up 0.12% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #164 holding.
  • Patrick M. Sweeney & Associates first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • Patrick M. Sweeney & Associates's Southern Company position peaked at $241K in Q2 2026.
  • 635 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.