Stiles Financial Services
SO icon

Stiles Financial Services’s Southern Company SO Stock Holding History

Stiles Financial Services’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 		$1.3M Sell
15,657
-60
-0.4% -$5.47K 0.33% 74
2026
Q2 		$1.5M Sell
15,717
-194
-1% -$18.3K 0.38% 67
2026
Q1 		$1.54M Buy
15,911
+244
+2% +$22.6K 0.47% 60
2025
Q4 		$1.37M Buy
15,667
+442
+3% +$40.4K 0.42% 64
2025
Q3 		$1.44M Buy
15,225
+1,404
+10% +$131K 0.46% 69
2025
Q2 		$1.27M Buy
13,821
+1,038
+8% +$93.2K 0.44% 70
2025
Q1 		$1.18M Buy
12,783
+85
+0.7% +$7.36K 0.45% 69
2024
Q4 		$1.05M Buy
12,698
+1,371
+12% +$120K 0.38% 78
2024
Q3 		$1.02M Buy
11,327
+1,218
+12% +$104K 0.36% 80
2024
Q2 		$784K Buy
10,109
+494
+5% +$37.4K 0.3% 82
2024
Q1 		$690K Buy
9,615
+2,408
+33% +$166K 0.28% 88
2023
Q4 		$505K Buy
7,207
+1,411
+24% +$96.9K 0.23% 103
2023
Q3 		$375K Buy
5,796
+1,362
+31% +$94.5K 0.19% 116
2023
Q2 		$311K Sell
4,434
-143
-3% -$10.3K 0.15% 135
2023
Q1 		$318K Buy
4,577
+41
+0.9% +$2.76K 0.17% 134
2022
Q4 		$324K Buy
4,536
+468
+12% +$31.3K 0.19% 126
2022
Q3 		$277K Buy
4,068
+131
+3% +$9.9K 0.17% 132
2022
Q2 		$281K Buy
3,937
+33
+0.8% +$2.42K 0.17% 134
2022
Q1 		$283K Buy
3,904
+36
+0.9% +$2.44K 0.14% 137
2021
Q4 		$265K Buy
+3,868
New +$247K 0.13% 150

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
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
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Stiles Financial Services's SO Position: Q3 2026 in Review

Stiles Financial Services reduced its Southern Company (SO) stake by 0.38% in Q3 2026, selling an estimated $5.47K and leaving 15,657 shares worth $1.3M. The position accounts for 0.33% of the portfolio, ranked #74.

Stiles Financial Services first reported a position in SO in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.54M in Q1 2026. 1,128 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Stiles Financial Services held 15,657 shares of Southern Company worth $1.3M as of Q3 2026.
  • Stiles Financial Services sold 60 Southern Company shares in Q3 2026, an estimated $5.47K.
  • Southern Company made up 0.33% of Stiles Financial Services's portfolio in Q3 2026, its #74 holding.
  • Stiles Financial Services first reported a position in Southern Company in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Southern Company position peaked at $1.54M in Q1 2026.
  • 1,128 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.