44 Wealth Management’s Southern Company SO Stock Holding History

44 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 Q2	$258K	Sell	2,693 -136	-5%	-$12.8K	0.09%	171
2026 Q1	$273K	Sell	2,829 -45	-2%	-$4.16K	0.1%	169
2025 Q4	$251K	Buy	2,874 +21	+0.7%	+$1.92K	0.08%	182
2025 Q3	$270K	Sell	2,853 -26	-0.9%	-$2.43K	0.09%	178
2025 Q2	$264K	Buy	2,879 +125	+5%	+$11.2K	0.09%	179
2025 Q1	$253K	Sell	2,754 -123	-4%	-$10.6K	0.1%	173
2024 Q4	$237K	Buy	2,877 +37	+1%	+$3.25K	0.09%	181
2024 Q3	$267K	Buy	+2,840	New	+$243K	0.09%	176

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

44 Wealth Management's SO Position: Q2 2026 in Review

44 Wealth Management reduced its Southern Company (SO) stake by 4.8% in Q2 2026, selling an estimated $12.8K and leaving 2,693 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #171.

44 Wealth Management first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $273K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

44 Wealth Management held 2,693 shares of Southern Company worth $258K as of Q2 2026.
44 Wealth Management sold 136 Southern Company shares in Q2 2026, an estimated $12.8K.
Southern Company made up 0.09% of 44 Wealth Management's portfolio in Q2 2026, its #171 holding.
44 Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
44 Wealth Management's Southern Company position peaked at $273K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.