Root Financial Partners
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Root Financial Partners’s Southern Company SO Stock Holding History

Root Financial Partners’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 		$202K Buy
+2,436
New +$222K 0.01% 441
2026
Q2 		– Sell
-1,553
Closed -$150K – 2761
2026
Q1 		$150K Buy
1,553
+504
+48% +$46.6K 0.01% 417
2025
Q4 		$91.5K Buy
1,049
+69
+7% +$6.3K ﹤0.01% 501
2025
Q3 		$92.9K Buy
+980
New +$91.5K 0.01% 463

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Root Financial Partners's SO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Southern Company (SO) in Q3 2026: 2,436 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #441 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SO as recently as Q1 2026.

Root Financial Partners first reported a position in SO in Q3 2025 and has held it in 4 quarters since. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Root Financial Partners held 2,436 shares of Southern Company worth $202K as of Q3 2026.
  • Southern Company was a new Root Financial Partners position in Q3 2026.
  • Southern Company made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #441 holding.
  • Root Financial Partners first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • 979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.