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

Spire 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 		$1.52M Sell
18,324
-69
-0.4% -$6.29K 0.05% 327
2026
Q2 		$1.76M Buy
18,393
+38
+0.2% +$3.58K 0.05% 295
2026
Q1 		$1.77M Buy
18,355
+5,954
+48% +$551K 0.06% 280
2025
Q4 		$1.08M Buy
12,401
+300
+2% +$27.4K 0.04% 377
2025
Q3 		$1.15M Sell
12,101
-369
-3% -$34.4K 0.04% 356
2025
Q2 		$1.14M Sell
12,470
-1,291
-9% -$116K 0.04% 339
2025
Q1 		$1.27M Buy
13,761
+335
+2% +$29K 0.04% 351
2024
Q4 		$1.11M Sell
13,426
-7,527
-36% -$660K 0.03% 370
2024
Q3 		$1.89M Buy
20,953
+7,796
+59% +$666K 0.06% 246
2024
Q2 		$1.02M Sell
13,157
-997
-7% -$75.6K 0.04% 335
2024
Q1 		$1.02M Buy
14,154
+709
+5% +$48.9K 0.02% 373
2023
Q4 		$927K Buy
13,445
+10,216
+316% +$702K 0.03% 381
2023
Q3 		$209K Sell
3,229
-288
-8% -$20K 0.01% 699
2023
Q2 		$247K Buy
3,517
+71
+2% +$5.09K 0.01% 664
2023
Q1 		$240K Sell
3,446
-656
-16% -$44.2K 0.01% 676
2022
Q4 		$293K Buy
4,102
+475
+13% +$31.8K 0.02% 466
2022
Q3 		$247K Sell
3,627
-15,056
-81% -$1.14M 0.02% 477
2022
Q2 		$1.33M Sell
18,683
-6,450
-26% -$474K 0.05% 275
2022
Q1 		$1.82M Sell
25,133
-21,641
-46% -$1.47M 0.05% 291
2021
Q4 		$3.21M Buy
46,774
+29,783
+175% +$1.9M 0.07% 233
2021
Q3 		$1.05M Sell
16,991
-2,260
-12% -$146K 0.03% 398
2021
Q2 		$1.16M Sell
19,251
-23,455
-55% -$1.5M 0.03% 385
2021
Q1 		$2.63M Buy
+42,706
New +$2.56M 0.07% 233

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

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

Spire Wealth Management reduced its Southern Company (SO) stake by 0.38% in Q3 2026, selling an estimated $6.29K and leaving 18,324 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #327.

Spire Wealth Management first reported a position in SO in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.21M in Q4 2021. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Spire Wealth Management held 18,324 shares of Southern Company worth $1.52M as of Q3 2026.
  • Spire Wealth Management sold 69 Southern Company shares in Q3 2026, an estimated $6.29K.
  • Southern Company made up 0.05% of Spire Wealth Management's portfolio in Q3 2026, its #327 holding.
  • Spire Wealth Management first reported a position in Southern Company in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Southern Company position peaked at $3.21M in Q4 2021.
  • 979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.