TAM
SO icon

Titleist Asset Management’s Southern Company SO Stock Holding History

Titleist Asset 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 		$385K Sell
4,639
-163
-3% -$14.9K 0.02% 330
2026
Q2 		$460K Buy
4,802
+178
+4% +$16.8K 0.03% 281
2026
Q1 		$446K Buy
4,624
+117
+3% +$10.8K 0.03% 268
2025
Q4 		$393K Buy
4,507
+2,283
+103% +$208K 0.03% 260
2025
Q3 		$211K Buy
2,224
+10
+0.5% +$934 0.02% 304
2025
Q2 		$203K Sell
2,214
-28
-1% -$2.52K 0.02% 308
2025
Q1 		$206K Buy
+2,242
New +$194K 0.02% 283
2024
Q4 		– Sell
-2,421
Closed -$218K – 327
2024
Q3 		$218K Buy
+2,421
New +$207K 0.03% 261

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Titleist Asset Management's SO Position: Q3 2026 in Review

Titleist Asset Management reduced its Southern Company (SO) stake by 3.4% in Q3 2026, selling an estimated $14.9K and leaving 4,639 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #330.

Titleist Asset Management first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $460K in Q2 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Titleist Asset Management held 4,639 shares of Southern Company worth $385K as of Q3 2026.
  • Titleist Asset Management sold 163 Southern Company shares in Q3 2026, an estimated $14.9K.
  • Southern Company made up 0.02% of Titleist Asset Management's portfolio in Q3 2026, its #330 holding.
  • Titleist Asset Management first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • Titleist Asset Management's Southern Company position peaked at $460K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.