Greg Jennings, LLC’s Southern Company SO Stock Holding History

Greg Jennings, LLC’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	$487K	Buy	+5,877	New	+$536K	0.34%	41

Other funds holding SO

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

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Greg Jennings, LLC's SO Position: Q3 2026 in Review

Greg Jennings, LLC opened a new position in Southern Company (SO) in Q3 2026: 5,877 shares worth $487K. The stake represents 0.34% of the portfolio and ranks #41 among its holdings.

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

Greg Jennings, LLC held 5,877 shares of Southern Company worth $487K as of Q3 2026.
Southern Company was a new Greg Jennings, LLC position in Q3 2026.
Southern Company made up 0.34% of Greg Jennings, LLC's portfolio in Q3 2026, its #41 holding.
537 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Greg Jennings, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.