TA
SO icon

TrueWealth Advisors’s Southern Company SO Stock Holding History

TrueWealth 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
Q3 		$3.36M Buy
40,535
+46
+0.1% +$4.19K 0.75% 27
2026
Q2 		$3.88M Sell
40,489
-1,740
-4% -$164K 0.87% 22
2026
Q1 		$4.08M Sell
42,229
-1,667
-4% -$154K 1.03% 17
2025
Q4 		$3.83M Sell
43,896
-1
-0% -$91 0.99% 22
2025
Q3 		$4.16M Buy
43,897
+551
+1% +$51.4K 1.13% 17
2025
Q2 		$3.98M Buy
43,346
+1,664
+4% +$149K 1.18% 17
2025
Q1 		$3.83M Buy
41,682
+785
+2% +$68K 1.26% 18
2024
Q4 		$3.37M Sell
40,897
-123
-0.3% -$10.8K 1.12% 19
2024
Q3 		$3.7M Buy
41,020
+202
+0.5% +$17.3K 1.24% 17
2024
Q2 		$3.17M Buy
40,818
+2,431
+6% +$184K 1.17% 16
2024
Q1 		$2.75M Buy
38,387
+1,326
+4% +$91.5K 1.06% 21
2023
Q4 		$2.6M Buy
37,061
+12,932
+54% +$888K 1.01% 21
2023
Q3 		$1.56M Buy
24,129
+518
+2% +$36K 0.66% 32
2023
Q2 		$1.66M Buy
23,611
+3,225
+16% +$231K 0.68% 33
2023
Q1 		$1.42M Buy
20,386
+1,350
+7% +$90.9K 0.6% 38
2022
Q4 		$1.36M Buy
19,036
+2,923
+18% +$195K 0.59% 37
2022
Q3 		$1.1M Sell
16,113
-374
-2% -$28.3K 0.52% 37
2022
Q2 		$1.18M Buy
16,487
+3,968
+32% +$291K 0.55% 39
2022
Q1 		$859K Hold
12,519
– – 0.39% 56
2021
Q4 		$859K Buy
12,519
+3,559
+40% +$227K 0.39% 56
2021
Q3 		$555K Buy
8,960
+30
+0.3% +$1.93K 0.31% 69
2021
Q2 		$540K Buy
8,930
+884
+11% +$56.5K 0.32% 64
2021
Q1 		$532K Buy
8,046
+1,497
+23% +$89.6K 0.35% 61
2020
Q4 		$401K Buy
+6,549
New +$394K 0.34% 56

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

TrueWealth Advisors's SO Position: Q3 2026 in Review

TrueWealth Advisors increased its Southern Company (SO) stake by 0.11% in Q3 2026, buying an estimated $4.19K and bringing the position to 40,535 shares worth $3.36M. The position accounts for 0.75% of the portfolio, ranked #27.

TrueWealth Advisors first reported a position in SO in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.16M in Q3 2025. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • TrueWealth Advisors held 40,535 shares of Southern Company worth $3.36M as of Q3 2026.
  • TrueWealth Advisors bought 46 Southern Company shares in Q3 2026, an estimated $4.19K.
  • Southern Company made up 0.75% of TrueWealth Advisors's portfolio in Q3 2026, its #27 holding.
  • TrueWealth Advisors first reported a position in Southern Company in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's Southern Company position peaked at $4.16M in Q3 2025.
  • 979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.