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Whalen Wealth Management’s Southern Company SO Stock Holding History

Whalen Wealth 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 		$210K Buy
2,536
+3
+0.1% +$273 0.09% 197
2026
Q2 		$242K Buy
2,533
+3
+0.1% +$282 0.11% 180
2026
Q1 		$244K Buy
2,530
+2
+0.1% +$185 0.13% 167
2025
Q4 		$220K Buy
2,528
+22
+0.9% +$2.01K 0.12% 182
2025
Q3 		$237K Buy
2,506
+20
+0.8% +$1.87K 0.14% 159
2025
Q2 		$228K Buy
2,486
+21
+0.9% +$1.89K 0.14% 187
2025
Q1 		$227K Sell
2,465
-116
-4% -$10K 0.15% 113
2024
Q4 		$213K Buy
2,581
+21
+0.8% +$1.84K 0.15% 134
2024
Q3 		$231K Buy
+2,560
New +$219K 0.16% 102

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

Whalen Wealth Management's SO Position: Q3 2026 in Review

Whalen Wealth Management increased its Southern Company (SO) stake by 0.12% in Q3 2026, buying an estimated $273 and bringing the position to 2,536 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #197.

Whalen Wealth Management first reported a position in SO in Q3 2024 and has held it in 9 quarters since. The position peaked at $244K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Whalen Wealth Management held 2,536 shares of Southern Company worth $210K as of Q3 2026.
  • Whalen Wealth Management bought 3 Southern Company shares in Q3 2026, an estimated $273.
  • Southern Company made up 0.09% of Whalen Wealth Management's portfolio in Q3 2026, its #197 holding.
  • Whalen Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 9 quarters since.
  • Whalen Wealth Management's Southern Company position peaked at $244K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.