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Worth Asset Management’s Southern Company SO Stock Holding History

Worth Asset 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 		$212K Buy
2,561
+467
+22% +$42.6K 0.06% 222
2026
Q2 		$200K Buy
+2,094
New +$197K 0.06% 205
2026
Q1 		– Sell
-2,809
Closed -$245K – 200
2025
Q4 		$245K Sell
2,809
-109
-4% -$9.95K 0.1% 136
2025
Q3 		$277K Sell
2,918
-310
-10% -$28.9K 0.12% 129
2025
Q2 		$296K Buy
3,228
+100
+3% +$8.98K 0.15% 104
2025
Q1 		$288K Buy
3,128
+319
+11% +$27.6K 0.16% 105
2024
Q4 		$231K Hold
2,809
– – 0.12% 120
2024
Q3 		$253K Sell
2,809
-563
-17% -$48.1K 0.14% 111
2024
Q2 		$262K Hold
3,372
– – 0.16% 102
2024
Q1 		$242K Sell
3,372
-178
-5% -$12.3K 0.15% 96
2023
Q4 		$249K Buy
+3,550
New +$244K 0.18% 89
2023
Q3 		– Sell
-641
Closed -$45K – 379
2023
Q2 		$45K Buy
641
+78
+14% +$5.59K 0.03% 192
2023
Q1 		$39.2K Sell
563
-36
-6% -$2.42K 0.03% 200
2022
Q4 		$42.8K Sell
599
-137
-19% -$9.16K 0.03% 198
2022
Q3 		$50K Buy
736
+700
+1,944% +$53K 0.04% 144
2022
Q2 		$3K Hold
36
– – ﹤0.01% 456
2022
Q1 		$3K Buy
+36
New +$2.44K ﹤0.01% 451

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

Worth Asset Management's SO Position: Q3 2026 in Review

Worth Asset Management increased its Southern Company (SO) stake by 22% in Q3 2026, buying an estimated $42.6K and bringing the position to 2,561 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #222.

Worth Asset Management first reported a position in SO in Q1 2022 and has held it in 17 quarters since. The position peaked at $296K in Q2 2025. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Worth Asset Management held 2,561 shares of Southern Company worth $212K as of Q3 2026.
  • Worth Asset Management bought 467 Southern Company shares in Q3 2026, an estimated $42.6K.
  • Southern Company made up 0.06% of Worth Asset Management's portfolio in Q3 2026, its #222 holding.
  • Worth Asset Management first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
  • Worth Asset Management's Southern Company position peaked at $296K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.