Premier Path Wealth Partners’s Southern Company SO Stock Holding History

Premier Path Wealth 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	$409K	Sell	4,929 -946	-16%	-$86.2K	0.05%	291
2026 Q2	$562K	Buy	5,875 +431	+8%	+$40.6K	0.06%	249
2026 Q1	$526K	Buy	5,444 +1,041	+24%	+$96.3K	0.07%	262
2025 Q4	$384K	Buy	4,403 +254	+6%	+$23.2K	0.05%	282
2025 Q3	$393K	Buy	4,149 +462	+13%	+$43.1K	0.05%	293
2025 Q2	$339K	Buy	3,687 +304	+9%	+$27.3K	0.05%	305
2025 Q1	$311K	Sell	3,383 -86	-2%	-$7.44K	0.05%	299
2024 Q4	$286K	Buy	3,469 +11	+0.3%	+$965	0.04%	312
2024 Q3	$312K	Buy	3,458 +143	+4%	+$12.2K	0.05%	294
2024 Q2	$257K	Buy	3,315 +323	+11%	+$24.5K	0.04%	318
2024 Q1	$214K	Sell	2,992 -706	-19%	-$48.7K	0.04%	324
2023 Q4	$259K	Buy	+3,698	New	+$254K	0.06%	283

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

Premier Path Wealth Partners's SO Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Southern Company (SO) stake by 16% in Q3 2026, selling an estimated $86.2K and leaving 4,929 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #291.

Premier Path Wealth Partners first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $562K in Q2 2026. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Premier Path Wealth Partners held 4,929 shares of Southern Company worth $409K as of Q3 2026.
Premier Path Wealth Partners sold 946 Southern Company shares in Q3 2026, an estimated $86.2K.
Southern Company made up 0.05% of Premier Path Wealth Partners's portfolio in Q3 2026, its #291 holding.
Premier Path Wealth Partners first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Southern Company position peaked at $562K in Q2 2026.
1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.