PFW Advisors’s Southern Company SO Stock Holding History

PFW Advisors’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	$488K	Sell	5,889 -159	-3%	-$14.5K	0.14%	79
2026 Q2	$579K	Buy	6,048 +15	+0.2%	+$1.41K	0.17%	77
2026 Q1	$582K	Buy	6,033 +1	+0%	+$93	0.18%	78
2025 Q4	$526K	Sell	6,032 -169	-3%	-$15.4K	0.16%	83
2025 Q3	$588K	Buy	6,201 +1	+0%	+$93	0.17%	82
2025 Q2	$569K	Buy	6,200 +86	+1%	+$7.72K	0.18%	84
2025 Q1	$562K	Buy	6,114 +116	+2%	+$10K	0.18%	83
2024 Q4	$494K	Buy	+5,998	New	+$526K	0.15%	85
2024 Q2	$463K	Sell	5,970 -181	-3%	-$13.7K	0.15%	86
2024 Q1	$441K	Sell	6,151 -356	-5%	-$24.6K	0.13%	90
2023 Q4	$456K	Buy	6,507 +423	+7%	+$29K	0.15%	90
2023 Q3	$394K	Hold	6,084	–	–	0.14%	88
2023 Q2	$423K	Buy	+6,084	New	+$436K	0.14%	87
2019 Q3	$539K	Buy	+5,973	New	+$346K	0.16%	87

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

PFW Advisors's SO Position: Q3 2026 in Review

PFW Advisors reduced its Southern Company (SO) stake by 2.6% in Q3 2026, selling an estimated $14.5K and leaving 5,889 shares worth $488K. The position accounts for 0.14% of the portfolio, ranked #79.

PFW Advisors first reported a position in SO in Q3 2019 and has held it in 14 quarters since. The position peaked at $588K in Q3 2025. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

PFW Advisors held 5,889 shares of Southern Company worth $488K as of Q3 2026.
PFW Advisors sold 159 Southern Company shares in Q3 2026, an estimated $14.5K.
Southern Company made up 0.14% of PFW Advisors's portfolio in Q3 2026, its #79 holding.
PFW Advisors first reported a position in Southern Company in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Southern Company position peaked at $588K in Q3 2025.
681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.