Sculati Wealth Management
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Sculati Wealth Management’s Southern Company SO Stock Holding History

Sculati Wealth Management’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 		$673K Sell
7,734
-4,343
-36% -$396K 0.22% 77
2026
Q2 		$1.15M Sell
12,077
-1,828
-13% -$172K 0.38% 63
2026
Q1 		$1.34M Hold
13,905
– – 0.5% 57
2025
Q4 		$1.21M Sell
13,905
-60
-0.4% -$5.48K 0.43% 59
2025
Q3 		$1.32M Hold
13,965
– – 0.47% 58
2025
Q2 		$1.28M Sell
13,965
-565
-4% -$50.7K 0.48% 62
2025
Q1 		$1.34M Sell
14,530
-380
-3% -$32.9K 0.54% 51
2024
Q4 		$1.23M Sell
14,910
-900
-6% -$79K 0.49% 51
2024
Q3 		$1.43M Sell
15,810
-450
-3% -$38.4K 0.57% 48
2024
Q2 		$1.26M Sell
16,260
-150
-0.9% -$11.4K 0.54% 53
2024
Q1 		$1.18M Sell
16,410
-2,195
-12% -$152K 0.51% 55
2023
Q4 		$1.3M Sell
18,605
-1,610
-8% -$111K 0.61% 52
2023
Q3 		$1.31M Sell
20,215
-3,110
-13% -$216K 0.67% 51
2023
Q2 		$1.64M Sell
23,325
-2,619
-10% -$188K 0.82% 42
2023
Q1 		$1.81M Sell
25,944
-5,027
-16% -$338K 0.96% 33
2022
Q4 		$2.21M Buy
30,971
+9,023
+41% +$603K 1.24% 26
2022
Q3 		$1.49M Buy
21,948
+4,788
+28% +$363K 0.88% 40
2022
Q2 		$1.22M Buy
17,160
+3,655
+27% +$268K 0.7% 54
2022
Q1 		$979K Buy
13,505
+1,225
+10% +$83K 0.48% 66
2021
Q4 		$842K Hold
12,280
– – 0.41% 73
2021
Q3 		$761K Hold
12,280
– – 0.4% 72
2021
Q2 		$743K Hold
12,280
– – 0.39% 73
2021
Q1 		$763K Buy
+12,280
New +$735K 0.44% 66

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

Sculati Wealth Management's SO Position: Q3 2026 in Review

Sculati Wealth Management reduced its Southern Company (SO) stake by 36% in Q3 2026, selling an estimated $396K and leaving 7,734 shares worth $673K. The position accounts for 0.22% of the portfolio, ranked #77.

Sculati Wealth Management first reported a position in SO in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.21M in Q4 2022. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Sculati Wealth Management held 7,734 shares of Southern Company worth $673K as of Q3 2026.
  • Sculati Wealth Management sold 4,343 Southern Company shares in Q3 2026, an estimated $396K.
  • Southern Company made up 0.22% of Sculati Wealth Management's portfolio in Q3 2026, its #77 holding.
  • Sculati Wealth Management first reported a position in Southern Company in Q1 2021 and has held it in 23 quarters since.
  • Sculati Wealth Management's Southern Company position peaked at $2.21M in Q4 2022.
  • 1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Sculati Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.