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Three Bearings Fiduciary Advisors’s Southern Company SO Stock Holding History

Three Bearings Fiduciary Advisors’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
Q2 		$2.39K Hold
25
– – ﹤0.01% 203
2026
Q1 		$2.41K Hold
25
– – ﹤0.01% 202
2025
Q4 		$2.23K Buy
+25
New +$2.28K ﹤0.01% 222

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Three Bearings Fiduciary Advisors's SO Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Southern Company (SO) position steady in Q2 2026 at 25 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Three Bearings Fiduciary Advisors first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.41K in Q1 2026. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 25 shares of Southern Company worth $2.39K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #203 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Southern Company position peaked at $2.41K in Q1 2026.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.