Wealth Quarterback
SO icon

Wealth Quarterback’s Southern Company SO Stock Holding History

Wealth Quarterback’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 		$618K Buy
7,458
+109
+1% +$9.9K 0.19% 82
2026
Q2 		$703K Buy
7,349
+2,260
+44% +$213K 0.22% 72
2026
Q1 		$491K Buy
5,089
+502
+11% +$46.4K 0.19% 86
2025
Q4 		$400K Buy
4,587
+366
+9% +$33.4K 0.14% 111
2025
Q3 		$400K Sell
4,221
-616
-13% -$57.5K 0.15% 104
2025
Q2 		$444K Sell
4,837
-242
-5% -$21.7K 0.21% 90
2025
Q1 		$467K Buy
5,079
+277
+6% +$24K 0.26% 76
2024
Q4 		$395K Sell
4,802
-241
-5% -$21.1K 0.19% 81
2024
Q3 		$455K Sell
5,043
-197
-4% -$16.8K 0.24% 77
2024
Q2 		$406K Sell
5,240
-206
-4% -$15.6K 0.23% 76
2024
Q1 		$391K Buy
5,446
+296
+6% +$20.4K 0.22% 79
2023
Q4 		$361K Buy
5,150
+1,284
+33% +$88.2K 0.22% 84
2023
Q3 		$250K Buy
3,866
+112
+3% +$7.77K 0.22% 89
2023
Q2 		$264K Buy
+3,754
New +$269K 0.18% 90
2021
Q3 		$165K Buy
10,265
+7,496
+271% +$483K 0.11% 121
2021
Q2 		$168K Buy
+2,769
New +$177K 0.1% 126
2020
Q2 		– Sell
-3,697
Closed -$200K – 664
2020
Q1 		$200K Sell
3,697
-13,243
-78% -$839K 0.18% 101
2019
Q4 		$240K Buy
+16,940
New +$1.05M 0.21% 96

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

Wealth Quarterback's SO Position: Q3 2026 in Review

Wealth Quarterback increased its Southern Company (SO) stake by 1.5% in Q3 2026, buying an estimated $9.9K and bringing the position to 7,458 shares worth $618K. The position accounts for 0.19% of the portfolio, ranked #82.

Wealth Quarterback first reported a position in SO in Q4 2019 and has held it in 18 quarters since. The position peaked at $703K in Q2 2026. 711 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Wealth Quarterback held 7,458 shares of Southern Company worth $618K as of Q3 2026.
  • Wealth Quarterback bought 109 Southern Company shares in Q3 2026, an estimated $9.9K.
  • Southern Company made up 0.19% of Wealth Quarterback's portfolio in Q3 2026, its #82 holding.
  • Wealth Quarterback first reported a position in Southern Company in Q4 2019 and has held it in 18 quarters since.
  • Wealth Quarterback's Southern Company position peaked at $703K in Q2 2026.
  • 711 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.