Pinnacle Wealth Management Group
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Pinnacle Wealth Management Group’s Southern Company SO Stock Holding History

Pinnacle Wealth Management Group’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 		$423K Hold
5,104
– – 0.19% 84
2026
Q2 		$489K Hold
5,104
– – 0.23% 76
2026
Q1 		$493K Hold
5,104
– – 0.24% 71
2025
Q4 		$445K Hold
5,104
– – 0.22% 76
2025
Q3 		$484K Sell
5,104
-80
-2% -$7.47K 0.25% 63
2025
Q2 		$476K Sell
5,184
-240
-4% -$21.6K 0.27% 65
2025
Q1 		$499K Hold
5,424
– – 0.35% 55
2024
Q4 		$447K Hold
5,424
– – 0.28% 66
2024
Q3 		$489K Hold
5,424
– – 0.31% 64
2024
Q2 		$421K Hold
5,424
– – 0.28% 64
2024
Q1 		$389K Buy
5,424
+600
+12% +$41.4K 0.29% 66
2023
Q4 		$338K Buy
4,824
+400
+9% +$27.5K 0.28% 71
2023
Q3 		$286K Sell
4,424
-150
-3% -$10.4K 0.26% 76
2023
Q2 		$321K Sell
4,574
-90
-2% -$6.45K 0.28% 70
2023
Q1 		$325K Sell
4,664
-200
-4% -$13.5K 0.28% 76
2022
Q4 		$347K Sell
4,864
-750
-13% -$50.1K 0.31% 70
2022
Q3 		$382K Hold
5,614
– – 0.34% 64
2022
Q2 		$400K Hold
5,614
– – 0.33% 67
2022
Q1 		$407K Hold
5,614
– – 0.31% 75
2021
Q4 		$385K Sell
5,614
-200
-3% -$12.8K 0.29% 79
2021
Q3 		$360K Sell
5,814
-600
-9% -$38.6K 0.27% 87
2021
Q2 		$388K Buy
+6,414
New +$410K 0.28% 92

Other funds holding SO

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pinnacle Wealth Management Group's SO Position: Q3 2026 in Review

Pinnacle Wealth Management Group held its Southern Company (SO) position steady in Q3 2026 at 5,104 shares worth $423K. The position accounts for 0.19% of the portfolio, ranked #84.

Pinnacle Wealth Management Group first reported a position in SO in Q2 2021 and has held it in 22 quarters since. The position peaked at $499K in Q1 2025. 1,767 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Pinnacle Wealth Management Group held 5,104 shares of Southern Company worth $423K as of Q3 2026.
  • Pinnacle Wealth Management Group left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.19% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #84 holding.
  • Pinnacle Wealth Management Group first reported a position in Southern Company in Q2 2021 and has held it in 22 quarters since.
  • Pinnacle Wealth Management Group's Southern Company position peaked at $499K in Q1 2025.
  • 1,767 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.