Power Wealth Management’s Southern Company SO Stock Holding History

Power Wealth Management’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	$308K	Buy	3,719 +888	+31%	+$80.9K	0.1%	101
2026 Q2	$271K	Buy	2,831 +17	+0.6%	+$1.6K	0.09%	98
2026 Q1	$272K	Sell	2,814 -663	-19%	-$61.3K	0.1%	81
2025 Q4	$303K	Buy	3,477 +18	+0.5%	+$1.64K	0.11%	77
2025 Q3	$328K	Buy	3,459 +17	+0.5%	+$1.59K	0.12%	74
2025 Q2	$316K	Buy	3,442 +238	+7%	+$21.4K	0.12%	77
2025 Q1	$295K	Buy	3,204 +24	+0.8%	+$2.08K	0.12%	72
2024 Q4	$262K	Buy	3,180 +17	+0.5%	+$1.49K	0.11%	82
2024 Q3	$285K	Buy	+3,163	New	+$270K	0.12%	78

Other funds holding SO

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Power Wealth Management's SO Position: Q3 2026 in Review

Power Wealth Management increased its Southern Company (SO) stake by 31% in Q3 2026, buying an estimated $80.9K and bringing the position to 3,719 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #101.

Power Wealth Management first reported a position in SO in Q3 2024 and has held it in 9 quarters since. The position peaked at $328K in Q3 2025. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Power Wealth Management held 3,719 shares of Southern Company worth $308K as of Q3 2026.
Power Wealth Management bought 888 Southern Company shares in Q3 2026, an estimated $80.9K.
Southern Company made up 0.1% of Power Wealth Management's portfolio in Q3 2026, its #101 holding.
Power Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 9 quarters since.
Power Wealth Management's Southern Company position peaked at $328K in Q3 2025.
1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.