Smith Thornton Advisors
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Smith Thornton Advisors’s Southern Company SO Stock Holding History

Smith Thornton Advisors’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 		$1.5M Sell
18,131
-338
-2% -$30.8K 0.66% 43
2026
Q2 		$1.78M Buy
18,469
+861
+5% +$81.1K 0.79% 35
2026
Q1 		$1.7M Buy
17,608
+598
+4% +$55.3K 0.86% 33
2025
Q4 		$1.48M Buy
17,010
+4
+0% +$365 0.75% 42
2025
Q3 		$1.61M Buy
17,006
+21
+0.1% +$1.96K 0.85% 34
2025
Q2 		$1.56M Sell
16,985
-907
-5% -$81.5K 0.9% 31
2025
Q1 		$1.65M Buy
17,892
+132
+0.7% +$11.4K 1.02% 30
2024
Q4 		$1.46M Buy
17,760
+1,041
+6% +$91.3K 0.92% 35
2024
Q3 		$1.51M Buy
16,719
+3,424
+26% +$292K 0.99% 31
2024
Q2 		$1.03M Buy
+13,295
New +$1.01M 0.76% 45

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

Smith Thornton Advisors's SO Position: Q3 2026 in Review

Smith Thornton Advisors reduced its Southern Company (SO) stake by 1.8% in Q3 2026, selling an estimated $30.8K and leaving 18,131 shares worth $1.5M. The position accounts for 0.66% of the portfolio, ranked #43.

Smith Thornton Advisors first reported a position in SO in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.78M in Q2 2026. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Smith Thornton Advisors held 18,131 shares of Southern Company worth $1.5M as of Q3 2026.
  • Smith Thornton Advisors sold 338 Southern Company shares in Q3 2026, an estimated $30.8K.
  • Southern Company made up 0.66% of Smith Thornton Advisors's portfolio in Q3 2026, its #43 holding.
  • Smith Thornton Advisors first reported a position in Southern Company in Q2 2024 and has held it in 10 quarters since.
  • Smith Thornton Advisors's Southern Company position peaked at $1.78M in Q2 2026.
  • 979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.