Tortuga Wealth Management
SO icon

Tortuga Wealth Management’s Southern Company SO Stock Holding History

Tortuga Wealth 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 		$785K Buy
9,473
+485
+5% +$44.2K 0.56% 44
2026
Q2 		$860K Buy
8,988
+4
+0% +$377 0.65% 39
2026
Q1 		$867K Buy
8,984
+56
+0.6% +$5.18K 0.81% 30
2025
Q4 		$779K Buy
+8,928
New +$815K 0.82% 28

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Tortuga Wealth Management's SO Position: Q3 2026 in Review

Tortuga Wealth Management increased its Southern Company (SO) stake by 5.4% in Q3 2026, buying an estimated $44.2K and bringing the position to 9,473 shares worth $785K. The position accounts for 0.56% of the portfolio, ranked #44.

Tortuga Wealth Management first reported a position in SO in Q4 2025 and has held it in 4 quarters since. The position peaked at $867K in Q1 2026. 846 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Tortuga Wealth Management held 9,473 shares of Southern Company worth $785K as of Q3 2026.
  • Tortuga Wealth Management bought 485 Southern Company shares in Q3 2026, an estimated $44.2K.
  • Southern Company made up 0.56% of Tortuga Wealth Management's portfolio in Q3 2026, its #44 holding.
  • Tortuga Wealth Management first reported a position in Southern Company in Q4 2025 and has held it in 4 quarters since.
  • Tortuga Wealth Management's Southern Company position peaked at $867K in Q1 2026.
  • 846 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.