Quaker Wealth Management
SO icon

Quaker Wealth Management’s Southern Company SO Stock Holding History

Quaker 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 		$15.9K Sell
192
-2
-1% -$182 ﹤0.01% 267
2026
Q2 		$18.6K Sell
194
-45
-19% -$4.24K 0.01% 241
2026
Q1 		$23.1K Sell
239
-496
-67% -$45.9K 0.01% 240
2025
Q4 		$64.1K Buy
735
+500
+213% +$45.6K 0.02% 142
2025
Q3 		$22.3K Hold
235
– – 0.01% 229
2025
Q2 		$21.6K Buy
+235
New +$21.1K 0.01% 241

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Quaker Wealth Management reduced its Southern Company (SO) stake by 1% in Q3 2026, selling an estimated $182 and leaving 192 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Quaker Wealth Management first reported a position in SO in Q2 2025 and has held it in 6 quarters since. The position peaked at $64.1K in Q4 2025. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Quaker Wealth Management held 192 shares of Southern Company worth $15.9K as of Q3 2026.
  • Quaker Wealth Management sold 2 Southern Company shares in Q3 2026, an estimated $182.
  • Southern Company made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #267 holding.
  • Quaker Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Southern Company position peaked at $64.1K in Q4 2025.
  • 1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.