Unified Investment Management’s Southern Company SO Stock Holding History

Unified Investment 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	$221K	Buy	2,665 +2	+0.1%	+$182	0.19%	136
2026 Q2	$255K	Buy	2,663 +1	+0%	+$94	0.24%	120
2026 Q1	$257K	Buy	2,662 +1	+0%	+$93	0.26%	112
2025 Q4	$232K	Buy	2,661 +2	+0.1%	+$183	0.23%	120
2025 Q3	$252K	Buy	2,659 +1	+0%	+$93	0.25%	111
2025 Q2	$244K	Buy	2,658 +2	+0.1%	+$180	0.26%	107
2025 Q1	$244K	Buy	2,656 +1	+0%	+$87	0.29%	102
2024 Q4	$219K	Buy	+2,655	New	+$233K	0.25%	104

Other funds holding SO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

NPA

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

Unified Investment Management's SO Position: Q3 2026 in Review

Unified Investment Management increased its Southern Company (SO) stake by 0.08% in Q3 2026, buying an estimated $182 and bringing the position to 2,665 shares worth $221K. The position accounts for 0.19% of the portfolio, ranked #136.

Unified Investment Management first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $257K in Q1 2026. 316 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Unified Investment Management held 2,665 shares of Southern Company worth $221K as of Q3 2026.
Unified Investment Management bought 2 Southern Company shares in Q3 2026, an estimated $182.
Southern Company made up 0.19% of Unified Investment Management's portfolio in Q3 2026, its #136 holding.
Unified Investment Management first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
Unified Investment Management's Southern Company position peaked at $257K in Q1 2026.
316 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.