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TrueNorth Wealth & Impact, LLC’s Southern Company SO Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$271K Buy
+3,277
New +$299K 0.1% 142

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's SO Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Southern Company (SO) in Q3 2026: 3,277 shares worth $271K. The stake represents 0.1% of the portfolio and ranks #142 among its holdings.

1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 3,277 shares of Southern Company worth $271K as of Q3 2026.
  • Southern Company was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Southern Company made up 0.1% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #142 holding.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.