AWM
SO icon

Aberdeen Wealth Management’s Southern Company SO Stock Holding History

Aberdeen 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
Q1 		$818K Sell
8,473
-300
-3% -$27.8K 0.37% 53
2025
Q4 		$765K Sell
8,773
-407
-4% -$37.2K 0.35% 61
2025
Q3 		$870K Buy
9,180
+4
+0% +$373 0.55% 52
2025
Q2 		$843K Buy
9,176
+5
+0.1% +$449 0.56% 55
2025
Q1 		$843K Buy
9,171
+4
+0% +$346 0.58% 47
2024
Q4 		$755K Sell
9,167
-771
-8% -$67.6K 0.52% 53
2024
Q3 		$896K Sell
9,938
-296
-3% -$25.3K 0.59% 44
2024
Q2 		$794K Sell
10,234
-795
-7% -$60.2K 0.54% 47
2024
Q1 		$791K Buy
11,029
+305
+3% +$21.1K 0.46% 55
2023
Q4 		$752K Sell
10,724
-295
-3% -$20.3K 0.55% 49
2023
Q3 		$713K Buy
11,019
+5
+0% +$347 0.54% 50
2023
Q2 		$774K Sell
11,014
-295
-3% -$21.2K 0.56% 48
2023
Q1 		$787K Sell
11,309
-245
-2% -$16.5K 0.59% 46
2022
Q4 		$825K Buy
11,554
+5
+0% +$334 0.62% 44
2022
Q3 		$785K Buy
11,549
+4
+0% +$303 0.69% 41
2022
Q2 		$823K Buy
11,545
+4
+0% +$294 0.65% 42
2022
Q1 		$837K Buy
11,541
+5
+0% +$339 0.57% 49
2021
Q4 		$791K Sell
11,536
-296
-3% -$18.9K 0.52% 53
2021
Q3 		$733K Sell
11,832
-215
-2% -$13.8K 0.71% 48
2021
Q2 		$729K Buy
12,047
+4
+0% +$256 0.67% 49
2021
Q1 		$749K Sell
12,043
-330
-3% -$19.8K 0.6% 51
2020
Q4 		$760K Buy
12,373
+340
+3% +$20.4K 0.57% 50
2020
Q3 		$652K Sell
12,033
-898
-7% -$48K 0.62% 47
2020
Q2 		$670K Buy
12,931
+238
+2% +$13.2K 0.72% 46
2020
Q1 		$687K Buy
12,693
+4
+0% +$253 0.84% 40
2019
Q4 		$808K Buy
+12,689
New +$786K 0.6% 43

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aberdeen Wealth Management's SO Position: Q1 2026 in Review

Aberdeen Wealth Management reduced its Southern Company (SO) stake by 3.4% in Q1 2026, selling an estimated $27.8K and leaving 8,473 shares worth $818K. The position accounts for 0.37% of the portfolio, ranked #53.

Aberdeen Wealth Management first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $896K in Q3 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Aberdeen Wealth Management held 8,473 shares of Southern Company worth $818K as of Q1 2026.
  • Aberdeen Wealth Management sold 300 Southern Company shares in Q1 2026, an estimated $27.8K.
  • Southern Company made up 0.37% of Aberdeen Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Aberdeen Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • Aberdeen Wealth Management's Southern Company position peaked at $896K in Q3 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.