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Wedmont Private Capital’s Southern Company SO Stock Holding History

Wedmont Private Capital’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 		$1.62M Buy
18,829
+340
+2% +$31K 0.04% 252
2026
Q2 		$1.77M Buy
18,489
+576
+3% +$54.2K 0.05% 213
2026
Q1 		$1.74M Sell
17,913
-377
-2% -$34.9K 0.06% 189
2025
Q4 		$1.58M Sell
18,290
-1,662
-8% -$152K 0.05% 196
2025
Q3 		$1.92M Buy
19,952
+866
+5% +$80.8K 0.07% 170
2025
Q2 		$1.76M Buy
19,086
+2,031
+12% +$182K 0.07% 164
2025
Q1 		$1.53M Buy
17,055
+852
+5% +$73.8K 0.08% 156
2024
Q4 		$1.32M Buy
16,203
+1,593
+11% +$140K 0.07% 174
2024
Q3 		$1.3M Buy
14,610
+2,002
+16% +$171K 0.07% 168
2024
Q2 		$1.01M Buy
12,608
+2,106
+20% +$160K 0.06% 195
2024
Q1 		$741K Sell
10,502
-839
-7% -$57.9K 0.05% 245
2023
Q4 		$818K Buy
11,341
+2,048
+22% +$141K 0.07% 199
2023
Q3 		$613K Sell
9,293
-2,269
-20% -$157K 0.06% 218
2023
Q2 		$825K Buy
11,562
+4,177
+57% +$300K 0.09% 154
2023
Q1 		$532K Buy
7,385
+1,821
+33% +$123K 0.07% 210
2022
Q4 		$399K Sell
5,564
-489
-8% -$32.7K 0.06% 263
2022
Q3 		$412K Buy
6,053
+2,347
+63% +$178K 0.08% 190
2022
Q2 		$264K Buy
+3,706
New +$272K 0.06% 267

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Wedmont Private Capital's SO Position: Q3 2026 in Review

Wedmont Private Capital increased its Southern Company (SO) stake by 1.8% in Q3 2026, buying an estimated $31K and bringing the position to 18,829 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #252.

Wedmont Private Capital first reported a position in SO in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.92M in Q3 2025. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Wedmont Private Capital held 18,829 shares of Southern Company worth $1.62M as of Q3 2026.
  • Wedmont Private Capital bought 340 Southern Company shares in Q3 2026, an estimated $31K.
  • Southern Company made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #252 holding.
  • Wedmont Private Capital first reported a position in Southern Company in Q2 2022 and has held it in 18 quarters since.
  • Wedmont Private Capital's Southern Company position peaked at $1.92M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.