Acima Private Wealth’s Southern Company SO Stock Holding History

Acima Private Wealth’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	$144K	Hold	1,500	–	–	0.04%	120
2026 Q1	$145K	Hold	1,500	–	–	0.05%	121
2025 Q4	$131K	Hold	1,500	–	–	0.04%	121
2025 Q3	$142K	Hold	1,500	–	–	0.04%	124
2025 Q2	$138K	Hold	1,500	–	–	0.05%	126
2025 Q1	$138K	Hold	1,500	–	–	0.05%	126
2024 Q4	$123K	Hold	1,500	–	–	0.04%	133
2024 Q3	$135K	Hold	1,500	–	–	0.05%	130
2024 Q2	$116K	Hold	1,500	–	–	0.04%	128
2024 Q1	$108K	Hold	1,500	–	–	0.04%	134
2023 Q4	$105K	Hold	1,500	–	–	0.04%	139
2023 Q3	$97.1K	Hold	1,500	–	–	0.04%	147
2023 Q2	$105K	Sell	1,500 -79	-5%	-$5.67K	0.05%	147
2023 Q1	$110K	Buy	1,579 +79	+5%	+$5.32K	0.05%	145
2022 Q4	$107K	Hold	1,500	–	–	0.05%	137
2022 Q3	$102K	Hold	1,500	–	–	0.05%	136
2022 Q2	$107K	Hold	1,500	–	–	0.05%	139
2022 Q1	$109K	Hold	1,500	–	–	0.05%	145
2021 Q4	$103K	Hold	1,500	–	–	0.04%	150
2021 Q3	$93K	Hold	1,500	–	–	0.04%	145
2021 Q2	$91K	Hold	1,500	–	–	0.04%	145
2021 Q1	$93K	Hold	1,500	–	–	0.05%	145
2020 Q4	$92K	Hold	1,500	–	–	0.05%	141
2020 Q3	$81K	Hold	1,500	–	–	0.05%	142
2020 Q2	$78K	Hold	1,500	–	–	0.05%	148
2020 Q1	$81K	Hold	1,500	–	–	0.06%	148
2019 Q4	$96K	Hold	1,500	–	–	0.07%	163
2019 Q3	$92K	Hold	1,500	–	–	0.07%	164
2019 Q2	$83K	Hold	1,500	–	–	0.07%	157
2019 Q1	$78K	Hold	1,500	–	–	0.07%	158
2018 Q4	$66K	Buy	+1,500	New	+$68.2K	0.06%	161

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

Acima Private Wealth's SO Position: Q2 2026 in Review

Acima Private Wealth held its Southern Company (SO) position steady in Q2 2026 at 1,500 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #120.

Acima Private Wealth first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $145K in Q1 2026. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Acima Private Wealth held 1,500 shares of Southern Company worth $144K as of Q2 2026.
Acima Private Wealth left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.04% of Acima Private Wealth's portfolio in Q2 2026, its #120 holding.
Acima Private Wealth first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
Acima Private Wealth's Southern Company position peaked at $145K in Q1 2026.
2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.