PFS Partners’s Southern Company SO Stock Holding History

PFS 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	$50.2K	Buy	605 +5	+0.8%	+$456	0.02%	204
2026 Q2	$57.4K	Buy	+600	New	+$56.5K	0.02%	188
2023 Q2	–	Sell	-43	Closed	-$2.98K	–	487
2023 Q1	$2.98K	Buy	43 +1	+2%	+$67	﹤0.01%	309
2022 Q4	$3.03K	Hold	42	–	–	﹤0.01%	297
2022 Q3	$2.85K	Hold	42	–	–	﹤0.01%	285
2022 Q2	$2.97K	Buy	42 +1	+2%	+$73	﹤0.01%	280
2022 Q1	$2.99K	Sell	41 -11	-21%	-$745	﹤0.01%	293
2021 Q4	$3.56K	Buy	+52	New	+$3.32K	﹤0.01%	283

Other funds holding SO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PFS Partners's SO Position: Q3 2026 in Review

PFS Partners increased its Southern Company (SO) stake by 0.83% in Q3 2026, buying an estimated $456 and bringing the position to 605 shares worth $50.2K. The position accounts for 0.02% of the portfolio, ranked #204.

PFS Partners first reported a position in SO in Q4 2021 and has held it in 8 quarters since. The position peaked at $57.4K in Q2 2026. 620 funds tracked by Wall St. Rank hold SO as of Q3 2026.

PFS Partners held 605 shares of Southern Company worth $50.2K as of Q3 2026.
PFS Partners bought 5 Southern Company shares in Q3 2026, an estimated $456.
Southern Company made up 0.02% of PFS Partners's portfolio in Q3 2026, its #204 holding.
PFS Partners first reported a position in Southern Company in Q4 2021 and has held it in 8 quarters since.
PFS Partners's Southern Company position peaked at $57.4K in Q2 2026.
620 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.