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

Sterling 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 		$204K Hold
2,457
– – 0.05% 113
2026
Q2 		$235K Buy
2,457
+251
+11% +$23.6K 0.06% 110
2026
Q1 		$213K Buy
+2,206
New +$204K 0.06% 106
2025
Q4 		– Sell
-2,206
Closed -$209K – 113
2025
Q3 		$209K Hold
2,206
– – 0.06% 102
2025
Q2 		$203K Buy
+2,206
New +$198K 0.07% 108

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Sterling Wealth Management held its Southern Company (SO) position steady in Q3 2026 at 2,457 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #113.

Sterling Wealth Management first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $235K in Q2 2026. 1,450 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Sterling Wealth Management held 2,457 shares of Southern Company worth $204K as of Q3 2026.
  • Sterling Wealth Management left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.05% of Sterling Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Sterling Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • Sterling Wealth Management's Southern Company position peaked at $235K in Q2 2026.
  • 1,450 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.