James T. Borello RIA
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James T. Borello RIA’s Southern Company SO Stock Holding History

James T. Borello RIA’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 		$66.7K Sell
805
-62
-7% -$5.65K 0.01% 214
2026
Q2 		$83K Buy
867
+116
+15% +$10.9K 0.02% 186
2026
Q1 		$72.5K Buy
751
+247
+49% +$22.8K 0.02% 183
2025
Q4 		$43.9K Buy
504
+56
+13% +$5.11K 0.01% 190
2025
Q3 		$42.5K Buy
448
+70
+19% +$6.54K 0.01% 173
2025
Q2 		$34.7K Hold
378
– – 0.01% 157
2025
Q1 		$34.8K Buy
+378
New +$32.7K 0.01% 134

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
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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

James T. Borello RIA's SO Position: Q3 2026 in Review

James T. Borello RIA reduced its Southern Company (SO) stake by 7.2% in Q3 2026, selling an estimated $5.65K and leaving 805 shares worth $66.7K. The position accounts for 0.01% of the portfolio, ranked #214.

James T. Borello RIA first reported a position in SO in Q1 2025 and has held it in 7 quarters since. The position peaked at $83K in Q2 2026. 620 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • James T. Borello RIA held 805 shares of Southern Company worth $66.7K as of Q3 2026.
  • James T. Borello RIA sold 62 Southern Company shares in Q3 2026, an estimated $5.65K.
  • Southern Company made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #214 holding.
  • James T. Borello RIA first reported a position in Southern Company in Q1 2025 and has held it in 7 quarters since.
  • James T. Borello RIA's Southern Company position peaked at $83K in Q2 2026.
  • 620 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.