Rossby Financial
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Rossby Financial’s Southern Company SO Stock Holding History

Rossby Financial’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 		$114K Buy
1,375
+462
+51% +$42.1K 0.02% 662
2026
Q2 		$87.4K Buy
913
+31
+4% +$2.92K 0.02% 565
2026
Q1 		$85.5K Sell
882
-53
-6% -$4.9K 0.02% 585
2025
Q4 		$81.5K Sell
935
-226
-19% -$20.6K 0.03% 449
2025
Q3 		$110K Buy
1,161
+247
+27% +$23.1K 0.04% 378
2025
Q2 		$83.9K Buy
914
+479
+110% +$43K 0.03% 399
2025
Q1 		$39.3K Buy
+435
New +$37.7K 0.02% 514

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

Rossby Financial's SO Position: Q3 2026 in Review

Rossby Financial increased its Southern Company (SO) stake by 51% in Q3 2026, buying an estimated $42.1K and bringing the position to 1,375 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #662.

Rossby Financial first reported a position in SO in Q1 2025 and has held it in 7 quarters since. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Rossby Financial held 1,375 shares of Southern Company worth $114K as of Q3 2026.
  • Rossby Financial bought 462 Southern Company shares in Q3 2026, an estimated $42.1K.
  • Southern Company made up 0.02% of Rossby Financial's portfolio in Q3 2026, its #662 holding.
  • Rossby Financial first reported a position in Southern Company in Q1 2025 and has held it in 7 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.