Searcy Financial Services
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Searcy Financial Services’s Southern Company SO Stock Holding History

Searcy Financial Services’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 		– Sell
-2,101
Closed -$201K – 28
2026
Q2 		$201K Sell
2,101
-90
-4% -$8.47K 0.07% 26
2026
Q1 		$211K Sell
2,191
-224
-9% -$20.7K 0.08% 24
2025
Q4 		$211K Sell
2,415
-379
-14% -$34.6K 0.08% 23
2025
Q3 		$265K Hold
2,794
– – 0.1% 22
2025
Q2 		$257K Sell
2,794
-224
-7% -$20.1K 0.1% 23
2025
Q1 		$278K Sell
3,018
-162
-5% -$14K 0.12% 22
2024
Q4 		$262K Hold
3,180
– – 0.12% 22
2024
Q3 		$287K Hold
3,180
– – 0.13% 22
2024
Q2 		$247K Hold
3,180
– – 0.12% 22
2024
Q1 		$228K Hold
3,180
– – 0.12% 22
2023
Q4 		$223K Hold
3,180
– – 0.12% 19
2023
Q3 		$206K Buy
+3,180
New +$221K 0.12% 19

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Searcy Financial Services's SO Position: Q3 2026 in Review

Searcy Financial Services sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,101 shares — an estimated $201K sold.

Searcy Financial Services first reported a position in SO in Q3 2023 and held it in 12 quarters. The position peaked at $287K in Q3 2024. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Searcy Financial Services reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Searcy Financial Services sold 2,101 Southern Company shares in Q3 2026, an estimated $201K.
  • Searcy Financial Services first reported a position in Southern Company in Q3 2023 and held it in 12 quarters.
  • Searcy Financial Services's Southern Company position peaked at $287K in Q3 2024.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.