StackStone Wealth’s Southern Company SO Stock Holding History

StackStone 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	$13.5M	Buy	+162,642	New	+$14.8M	1.33%	18

Other funds holding SO

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

StackStone Wealth's SO Position: Q3 2026 in Review

StackStone Wealth opened a new position in Southern Company (SO) in Q3 2026: 162,642 shares worth $13.5M. The stake represents 1.33% of the portfolio and ranks #18 among its holdings.

979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

StackStone Wealth held 162,642 shares of Southern Company worth $13.5M as of Q3 2026.
Southern Company was a new StackStone Wealth position in Q3 2026.
Southern Company made up 1.33% of StackStone Wealth's portfolio in Q3 2026, its #18 holding.
979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

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