TFC Financial Management
SO icon

TFC Financial Management’s Southern Company SO Stock Holding History

TFC Financial 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 		$25.5K Hold
308
– – ﹤0.01% 354
2026
Q2 		$29.5K Hold
308
– – ﹤0.01% 339
2026
Q1 		$29.7K Sell
308
-110
-26% -$10.2K ﹤0.01% 317
2025
Q4 		$36.4K Hold
418
– – ﹤0.01% 295
2025
Q3 		$39.6K Hold
418
– – 0.01% 292
2025
Q2 		$38.4K Sell
418
-1,690
-80% -$152K 0.01% 285
2025
Q1 		$194K Hold
2,108
– – 0.03% 120
2024
Q4 		$174K Buy
2,108
+110
+6% +$9.7K 0.03% 137
2024
Q3 		$180K Hold
1,998
– – 0.03% 133
2024
Q2 		$155K Buy
1,998
+10
+0.5% +$758 0.03% 139
2024
Q1 		$143K Buy
1,988
+5
+0.3% +$345 0.03% 149
2023
Q4 		$139K Sell
1,983
-35
-2% -$2.4K 0.03% 147
2023
Q3 		$131K Buy
2,018
+5
+0.2% +$347 0.03% 144
2023
Q2 		$141K Buy
2,013
+261
+15% +$18.7K 0.03% 138
2023
Q1 		$122K Buy
1,752
+30
+2% +$2.02K 0.03% 146
2022
Q4 		$123K Sell
1,722
-1,000
-37% -$66.9K 0.04% 136
2022
Q3 		$185K Buy
2,722
+1,000
+58% +$75.8K 0.06% 92
2022
Q2 		$123K Hold
1,722
– – 0.04% 131
2022
Q1 		$125K Hold
1,722
– – 0.04% 142
2021
Q4 		$118K Hold
1,722
– – 0.04% 150
2021
Q3 		$107K Hold
1,722
– – 0.04% 155
2021
Q2 		$104K Hold
1,722
– – 0.04% 150
2021
Q1 		$107K Hold
1,722
– – 0.04% 139
2020
Q4 		$106K Hold
1,722
– – 0.04% 139
2020
Q3 		$93K Buy
+1,722
New +$92K 0.05% 128

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

TFC Financial Management's SO Position: Q3 2026 in Review

TFC Financial Management held its Southern Company (SO) position steady in Q3 2026 at 308 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

TFC Financial Management first reported a position in SO in Q3 2020 and has held it in 25 quarters since. The position peaked at $194K in Q1 2025. 1,525 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • TFC Financial Management held 308 shares of Southern Company worth $25.5K as of Q3 2026.
  • TFC Financial Management left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #354 holding.
  • TFC Financial Management first reported a position in Southern Company in Q3 2020 and has held it in 25 quarters since.
  • TFC Financial Management's Southern Company position peaked at $194K in Q1 2025.
  • 1,525 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.