Private Capital Advisors’s Southern Company SO Stock Holding History

Private Capital 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	$265K	Hold	3,200	–	–	0.02%	65
2026 Q2	$306K	Hold	3,200	–	–	0.03%	60
2026 Q1	$309K	Hold	3,200	–	–	0.04%	59
2025 Q4	$279K	Hold	3,200	–	–	0.03%	63
2025 Q3	$303K	Hold	3,200	–	–	0.03%	68
2025 Q2	$294K	Hold	3,200	–	–	0.04%	70
2025 Q1	$294K	Hold	3,200	–	–	0.04%	60
2024 Q4	$263K	Hold	3,200	–	–	0.03%	61
2024 Q3	$289K	Hold	3,200	–	–	0.03%	62
2024 Q2	$248K	Hold	3,200	–	–	0.03%	70
2024 Q1	$230K	Hold	3,200	–	–	0.03%	76
2023 Q4	$224K	Hold	3,200	–	–	0.03%	73
2023 Q3	$215K	Sell	3,200 -2,100	-40%	-$146K	0.03%	81
2023 Q2	$372K	Hold	5,300	–	–	0.06%	61
2023 Q1	$369K	Hold	5,300	–	–	0.07%	64
2022 Q4	$378K	Hold	5,300	–	–	0.06%	57
2022 Q3	$360K	Hold	5,300	–	–	0.06%	62
2022 Q2	$378K	Hold	5,300	–	–	0.06%	63
2022 Q1	$384K	Buy	+5,300	New	+$359K	0.06%	79

Other funds holding SO

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Private Capital Advisors's SO Position: Q3 2026 in Review

Private Capital Advisors held its Southern Company (SO) position steady in Q3 2026 at 3,200 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #65.

Private Capital Advisors first reported a position in SO in Q1 2022 and has held it in 19 quarters since. The position peaked at $384K in Q1 2022. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Private Capital Advisors held 3,200 shares of Southern Company worth $265K as of Q3 2026.
Private Capital Advisors left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.02% of Private Capital Advisors's portfolio in Q3 2026, its #65 holding.
Private Capital Advisors first reported a position in Southern Company in Q1 2022 and has held it in 19 quarters since.
Private Capital Advisors's Southern Company position peaked at $384K in Q1 2022.
113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Private Capital Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.