Powers Advisory Group
SO icon

Powers Advisory Group’s Southern Company SO Stock Holding History

Powers Advisory 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 		$1.23M Sell
14,821
-293
-2% -$26.7K 0.37% 46
2026
Q2 		$1.45M Sell
15,114
-122
-0.8% -$11.5K 0.45% 37
2026
Q1 		$1.47M Buy
15,236
+43
+0.3% +$3.98K 0.52% 35
2025
Q4 		$1.32M Buy
15,193
+144
+1% +$13.1K 0.5% 35
2025
Q3 		$1.43M Sell
15,049
-203
-1% -$19K 0.57% 32
2025
Q2 		$1.4M Buy
15,252
+83
+0.5% +$7.46K 0.62% 29
2025
Q1 		$1.39M Sell
15,169
-69
-0.5% -$5.97K 0.66% 28
2024
Q4 		$1.25M Buy
15,238
+84
+0.6% +$7.37K 0.63% 26
2024
Q3 		$1.37M Sell
15,154
-22
-0.1% -$1.88K 0.68% 26
2024
Q2 		$1.18M Buy
15,176
+89
+0.6% +$6.74K 0.64% 28
2024
Q1 		$1.08M Sell
15,087
-261
-2% -$18K 0.62% 30
2023
Q4 		$1.08M Sell
15,348
-149
-1% -$10.2K 0.66% 28
2023
Q3 		$1M Buy
15,497
+107
+0.7% +$7.43K 0.68% 28
2023
Q2 		$1.08M Buy
15,390
+108
+0.7% +$7.74K 0.72% 29
2023
Q1 		$1.06M Buy
15,282
+104
+0.7% +$7K 0.74% 31
2022
Q4 		$1.08M Sell
15,178
-16
-0.1% -$1.07K 0.8% 30
2022
Q3 		$1.03M Buy
15,194
+97
+0.6% +$7.35K 0.82% 30
2022
Q2 		$1.08M Sell
15,097
-377
-2% -$27.7K 0.83% 31
2022
Q1 		$1.12M Buy
15,474
+320
+2% +$21.7K 0.78% 30
2021
Q4 		$1.04M Buy
+15,154
New +$966K 0.73% 33

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
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
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
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Powers Advisory Group's SO Position: Q3 2026 in Review

Powers Advisory Group reduced its Southern Company (SO) stake by 1.9% in Q3 2026, selling an estimated $26.7K and leaving 14,821 shares worth $1.23M. The position accounts for 0.37% of the portfolio, ranked #46.

Powers Advisory Group first reported a position in SO in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.47M in Q1 2026. 558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Powers Advisory Group held 14,821 shares of Southern Company worth $1.23M as of Q3 2026.
  • Powers Advisory Group sold 293 Southern Company shares in Q3 2026, an estimated $26.7K.
  • Southern Company made up 0.37% of Powers Advisory Group's portfolio in Q3 2026, its #46 holding.
  • Powers Advisory Group first reported a position in Southern Company in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's Southern Company position peaked at $1.47M in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.