Proactive Wealth Strategies
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Proactive Wealth Strategies’s Southern Company SO Stock Holding History

Proactive Wealth Strategies’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 		$321K Buy
3,869
+21
+0.5% +$1.91K 0.05% 181
2026
Q2 		$368K Buy
3,848
+18
+0.5% +$1.7K 0.06% 169
2026
Q1 		$370K Buy
+3,830
New +$354K 0.07% 164

Other funds holding SO

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
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Proactive Wealth Strategies's SO Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Southern Company (SO) stake by 0.55% in Q3 2026, buying an estimated $1.91K and bringing the position to 3,869 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #181.

Proactive Wealth Strategies first reported a position in SO in Q1 2026 and has held it in 3 quarters since. The position peaked at $370K in Q1 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Proactive Wealth Strategies held 3,869 shares of Southern Company worth $321K as of Q3 2026.
  • Proactive Wealth Strategies bought 21 Southern Company shares in Q3 2026, an estimated $1.91K.
  • Southern Company made up 0.05% of Proactive Wealth Strategies's portfolio in Q3 2026, its #181 holding.
  • Proactive Wealth Strategies first reported a position in Southern Company in Q1 2026 and has held it in 3 quarters since.
  • Proactive Wealth Strategies's Southern Company position peaked at $370K in Q1 2026.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.