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Summit Financial Strategies’s Southern Company SO Stock Holding History

Summit Financial Strategies’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 		– Sell
-2,200
Closed -$211K – 175
2026
Q2 		$211K Hold
2,200
– – 0.01% 154
2026
Q1 		$212K Buy
+2,200
New +$204K 0.02% 153
2025
Q4 		– Sell
-2,200
Closed -$208K – 170
2025
Q3 		$208K Hold
2,200
– – 0.02% 145
2025
Q2 		$202K Hold
2,200
– – 0.02% 145
2025
Q1 		$202K Buy
+2,200
New +$190K 0.02% 140

Other funds holding SO

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Summit Financial Strategies's SO Position: Q3 2026 in Review

Summit Financial Strategies sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,200 shares — an estimated $211K sold.

Summit Financial Strategies first reported a position in SO in Q1 2025 and held it in 5 quarters. The position peaked at $212K in Q1 2026. 254 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Summit Financial Strategies reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 2,200 Southern Company shares in Q3 2026, an estimated $211K.
  • Summit Financial Strategies first reported a position in Southern Company in Q1 2025 and held it in 5 quarters.
  • Summit Financial Strategies's Southern Company position peaked at $212K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.