SC
SO icon

Steph & Co’s Southern Company SO Stock Holding History

Steph & Co’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 		$11.6K Hold
140
– – ﹤0.01% 251
2026
Q2 		$13.4K Hold
140
– – ﹤0.01% 249
2026
Q1 		$13.5K Hold
140
– – ﹤0.01% 270
2025
Q4 		$12.2K Hold
140
– – ﹤0.01% 274
2025
Q3 		$13.3K Hold
140
– – ﹤0.01% 285
2025
Q2 		$12.9K Hold
140
– – ﹤0.01% 261
2025
Q1 		$12.9K Hold
140
– – ﹤0.01% 232
2024
Q4 		$11.5K Hold
140
– – ﹤0.01% 235
2024
Q3 		$12.6K Hold
140
– – ﹤0.01% 253
2024
Q2 		$10.9K Hold
140
– – ﹤0.01% 239
2024
Q1 		$10K Hold
140
– – ﹤0.01% 259
2023
Q4 		$9.82K Hold
140
– – ﹤0.01% 220
2023
Q3 		$9.06K Hold
140
– – 0.01% 252
2023
Q2 		$9.84K Hold
140
– – 0.01% 219
2023
Q1 		$9.74K Hold
140
– – 0.01% 214
2022
Q4 		$10K Hold
140
– – 0.01% 217
2022
Q3 		$10K Hold
140
– – 0.01% 206
2022
Q2 		$10K Hold
140
– – 0.01% 207
2022
Q1 		$10K Hold
140
– – 0.01% 270
2021
Q4 		$10K Hold
140
– – 0.01% 284
2021
Q3 		$9K Hold
140
– – 0.01% 251
2021
Q2 		$8K Hold
140
– – 0.01% 219
2021
Q1 		$9K Hold
140
– – 0.01% 217
2020
Q4 		$9K Hold
140
– – 0.01% 216
2020
Q3 		$8K Buy
+140
New +$7.48K 0.01% 210
2020
Q2 		– Sell
-100
Closed -$5K – 264
2020
Q1 		$5K Sell
100
-724
-88% -$45.9K 0.01% 231
2019
Q4 		$52K Buy
+824
New +$51.1K 0.04% 170

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Steph & Co's SO Position: Q3 2026 in Review

Steph & Co held its Southern Company (SO) position steady in Q3 2026 at 140 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Steph & Co first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $52K in Q4 2019. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Steph & Co held 140 shares of Southern Company worth $11.6K as of Q3 2026.
  • Steph & Co left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up ﹤0.01% of Steph & Co's portfolio in Q3 2026, its #251 holding.
  • Steph & Co first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • Steph & Co's Southern Company position peaked at $52K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.