Values First Advisors
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Values First Advisors’s Southern Company SO Stock Holding History

Values First 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 		$414K Sell
4,996
-119
-2% -$10.8K 0.19% 121
2026
Q2 		$490K Sell
5,115
-22
-0.4% -$2.07K 0.22% 116
2026
Q1 		$496K Sell
5,137
-1,542
-23% -$143K 0.26% 100
2025
Q4 		$582K Sell
6,679
-781
-10% -$71.3K 0.3% 93
2025
Q3 		$707K Buy
7,460
+35
+0.5% +$3.27K 0.38% 75
2025
Q2 		$682K Buy
7,425
+657
+10% +$59K 0.37% 80
2025
Q1 		$622K Buy
6,768
+122
+2% +$10.6K 0.36% 70
2024
Q4 		$547K Buy
6,646
+3,029
+84% +$266K 0.3% 91
2024
Q3 		$326K Sell
3,617
-451
-11% -$38.5K 0.18% 120
2024
Q2 		$316K Buy
4,068
+661
+19% +$50.1K 0.19% 118
2024
Q1 		$244K Buy
+3,407
New +$235K 0.14% 140

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

Values First Advisors's SO Position: Q3 2026 in Review

Values First Advisors reduced its Southern Company (SO) stake by 2.3% in Q3 2026, selling an estimated $10.8K and leaving 4,996 shares worth $414K. The position accounts for 0.19% of the portfolio, ranked #121.

Values First Advisors first reported a position in SO in Q1 2024 and has held it in 11 quarters since. The position peaked at $707K in Q3 2025. 880 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Values First Advisors held 4,996 shares of Southern Company worth $414K as of Q3 2026.
  • Values First Advisors sold 119 Southern Company shares in Q3 2026, an estimated $10.8K.
  • Southern Company made up 0.19% of Values First Advisors's portfolio in Q3 2026, its #121 holding.
  • Values First Advisors first reported a position in Southern Company in Q1 2024 and has held it in 11 quarters since.
  • Values First Advisors's Southern Company position peaked at $707K in Q3 2025.
  • 880 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.