RWS
SO icon

Retirement Wealth Solutions’s Southern Company SO Stock Holding History

Retirement Wealth Solutions’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 		$27.3K Buy
330
+33
+11% +$3.01K 0.01% 148
2026
Q2 		$28.5K Hold
297
– – 0.02% 123
2026
Q1 		$28.7K Sell
297
-2
-0.7% -$185 0.02% 116
2025
Q4 		$26.1K Sell
299
-2
-0.7% -$183 0.02% 136
2025
Q3 		$28.5K Sell
301
-9
-3% -$840 0.02% 129
2025
Q2 		$28.5K Hold
310
– – 0.02% 124
2025
Q1 		$28.5K Hold
310
– – 0.02% 105
2024
Q4 		$25.2K Buy
+310
New +$27.2K 0.02% 123

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
RT
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
EB
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
TA
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

Retirement Wealth Solutions's SO Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Southern Company (SO) stake by 11% in Q3 2026, buying an estimated $3.01K and bringing the position to 330 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #148.

Retirement Wealth Solutions first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $28.7K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Retirement Wealth Solutions held 330 shares of Southern Company worth $27.3K as of Q3 2026.
  • Retirement Wealth Solutions bought 33 Southern Company shares in Q3 2026, an estimated $3.01K.
  • Southern Company made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #148 holding.
  • Retirement Wealth Solutions first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Southern Company position peaked at $28.7K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.