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RVW Wealth’s Southern Company SO Stock Holding History

RVW Wealth’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 		$1.54M Buy
+18,585
New +$1.69M 0.1% 69
2023
Q4 		– Sell
-548
Closed -$35.5K – 329
2023
Q3 		$35.5K Buy
+548
New +$38K ﹤0.01% 269

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

RVW Wealth's SO Position: Q3 2026 in Review

RVW Wealth opened a new position in Southern Company (SO) in Q3 2026: 18,585 shares worth $1.54M. The stake represents 0.1% of the portfolio and ranks #69 among its holdings. This is a return to the name: RVW Wealth previously reported a position in SO as recently as Q3 2023.

RVW Wealth first reported a position in SO in Q3 2023 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • RVW Wealth held 18,585 shares of Southern Company worth $1.54M as of Q3 2026.
  • Southern Company was a new RVW Wealth position in Q3 2026.
  • Southern Company made up 0.1% of RVW Wealth's portfolio in Q3 2026, its #69 holding.
  • RVW Wealth first reported a position in Southern Company in Q3 2023 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.