Quintet Private Bank (Europe)’s Southern Company SO Stock Holding History

Quintet Private Bank (Europe)’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	$49.7K	Buy	600 +300	+100%	+$27.3K	﹤0.01%	150
2026 Q2	$28.7K	Buy	+300	New	+$28.2K	﹤0.01%	156
2024 Q3	–	Sell	-1,051	Closed	-$93.2K	–	212
2024 Q2	$93.2K	Sell	1,051 -688	-40%	-$52.1K	0.01%	142
2024 Q1	$143K	Sell	1,739 -261	-13%	-$18K	0.01%	153
2023 Q4	$140K	Hold	2,000	–	–	0.01%	124
2023 Q3	$129K	Buy	2,000 +17	+0.9%	+$1.18K	0.01%	144
2023 Q2	$140K	Sell	1,983 -19	-0.9%	-$1.36K	0.01%	164
2023 Q1	$139K	Buy	+2,002	New	+$135K	0.01%	161
2022 Q2	$140K	Buy	+1,983	New	+$146K	0.01%	164

Other funds holding SO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

Quintet Private Bank (Europe)'s SO Position: Q3 2026 in Review

Quintet Private Bank (Europe) increased its Southern Company (SO) stake by 100% in Q3 2026, buying an estimated $27.3K and bringing the position to 600 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Quintet Private Bank (Europe) first reported a position in SO in Q2 2022 and has held it in 9 quarters since. The position peaked at $143K in Q1 2024. 326 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Quintet Private Bank (Europe) held 600 shares of Southern Company worth $49.7K as of Q3 2026.
Quintet Private Bank (Europe) bought 300 Southern Company shares in Q3 2026, an estimated $27.3K.
Southern Company made up ﹤0.01% of Quintet Private Bank (Europe)'s portfolio in Q3 2026, its #150 holding.
Quintet Private Bank (Europe) first reported a position in Southern Company in Q2 2022 and has held it in 9 quarters since.
Quintet Private Bank (Europe)'s Southern Company position peaked at $143K in Q1 2024.
326 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Quintet Private Bank (Europe)'s 13F filing for Q3 2026, filed 8 Oct 2026.