Wiser Wealth Management’s Southern Company SO Stock Holding History

Wiser 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	$1.11M	Buy	13,417 +121	+0.9%	+$11K	0.2%	32
2026 Q2	$1.27M	Buy	13,296 +7,271	+121%	+$685K	0.24%	30
2026 Q1	$582K	Buy	6,025 +15	+0.2%	+$1.39K	0.13%	36
2025 Q4	$524K	Buy	6,010 +113	+2%	+$10.3K	0.12%	38
2025 Q3	$559K	Buy	5,897 +21	+0.4%	+$1.96K	0.13%	35
2025 Q2	$540K	Sell	5,876 -7,356	-56%	-$661K	0.14%	33
2025 Q1	$1.22M	Sell	13,232 -43	-0.3%	-$3.72K	0.34%	23
2024 Q4	$1.09M	Buy	13,275 +152	+1%	+$13.3K	0.31%	24
2024 Q3	$1.18M	Buy	+13,123	New	+$1.12M	0.34%	21
2023 Q4	–	Sell	-3,587	Closed	-$232K	–	37
2023 Q3	$232K	Buy	+3,587	New	+$249K	0.09%	33
2021 Q3	–	Sell	-4,970	Closed	-$301K	–	30
2021 Q2	$301K	Sell	4,970 -407	-8%	-$26K	0.18%	24
2021 Q1	$334K	Hold	5,377	–	–	0.23%	26
2020 Q4	$330K	Buy	+5,377	New	+$323K	0.25%	26

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

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

Wiser Wealth Management increased its Southern Company (SO) stake by 0.91% in Q3 2026, buying an estimated $11K and bringing the position to 13,417 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #32.

Wiser Wealth Management first reported a position in SO in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.27M in Q2 2026. 570 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Wiser Wealth Management held 13,417 shares of Southern Company worth $1.11M as of Q3 2026.
Wiser Wealth Management bought 121 Southern Company shares in Q3 2026, an estimated $11K.
Southern Company made up 0.2% of Wiser Wealth Management's portfolio in Q3 2026, its #32 holding.
Wiser Wealth Management first reported a position in Southern Company in Q4 2020 and has held it in 13 quarters since.
Wiser Wealth Management's Southern Company position peaked at $1.27M in Q2 2026.
570 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

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