AWM
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AE Wealth Management’s Southern Company SO Stock Holding History

AE 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 		$5.7M Sell
59,051
-11,293
-16% -$1.04M 0.03% 386
2025
Q4 		$6.13M Buy
70,344
+1,249
+2% +$114K 0.04% 357
2025
Q3 		$6.55M Buy
69,095
+25,109
+57% +$2.34M 0.04% 337
2025
Q2 		$4.04M Buy
43,986
+181
+0.4% +$16.3K 0.03% 389
2025
Q1 		$4.03M Sell
43,805
-4,151
-9% -$359K 0.03% 386
2024
Q4 		$3.95M Sell
47,956
-3,237
-6% -$284K 0.03% 384
2024
Q3 		$4.62M Sell
51,193
-31,655
-38% -$2.7M 0.04% 351
2024
Q2 		$6.43M Buy
82,848
+27,397
+49% +$2.08M 0.06% 281
2024
Q1 		$3.98M Sell
55,451
-210,314
-79% -$14.5M 0.05% 348
2023
Q4 		$18.4M Sell
265,765
-14,794
-5% -$1.02M 0.09% 250
2023
Q3 		$18.2M Buy
280,559
+3,627
+1% +$252K 0.11% 203
2023
Q2 		$19.5M Sell
276,932
-124,661
-31% -$8.94M 0.12% 200
2023
Q1 		$27.9M Buy
401,593
+17,469
+5% +$1.18M 0.18% 134
2022
Q4 		$27.4M Buy
384,124
+176,419
+85% +$11.8M 0.2% 111
2022
Q3 		$14.1M Buy
207,705
+9,231
+5% +$699K 0.11% 194
2022
Q2 		$14.2M Buy
198,474
+24,423
+14% +$1.79M 0.11% 199
2022
Q1 		$12.6M Buy
174,051
+8,897
+5% +$603K 0.09% 242
2021
Q4 		$11.3M Buy
165,154
+13,085
+9% +$834K 0.08% 241
2021
Q3 		$9.42M Sell
152,069
-4,181
-3% -$269K 0.08% 248
2021
Q2 		$9.46M Buy
156,250
+16,472
+12% +$1.05M 0.08% 228
2021
Q1 		$8.69M Buy
139,778
+445
+0.3% +$26.6K 0.09% 223
2020
Q4 		$8.56M Buy
139,333
+7,082
+5% +$426K 0.1% 205
2020
Q3 		$7.17M Sell
132,251
-3,232
-2% -$173K 0.1% 180
2020
Q2 		$7.03M Buy
135,483
+15,009
+12% +$834K 0.11% 180
2020
Q1 		$6.52M Sell
120,474
-2,321
-2% -$147K 0.15% 136
2019
Q4 		$7.82M Buy
122,795
+8,570
+8% +$531K 0.17% 117
2019
Q3 		$7.06M Sell
114,225
-10,928
-9% -$633K 0.2% 94
2019
Q2 		$6.92M Buy
125,153
+15,834
+14% +$848K 0.21% 89
2019
Q1 		$5.65M Buy
109,319
+23,281
+27% +$1.14M 0.39% 56
2018
Q4 		$3.78M Sell
86,038
-21,478
-20% -$976K 0.65% 35
2018
Q3 		$4.69M Buy
107,516
+47,202
+78% +$2.18M 0.26% 71
2018
Q2 		$2.79M Sell
60,314
-14,144
-19% -$633K 0.19% 80
2018
Q1 		$3.33M Buy
74,458
+6,541
+10% +$290K 0.26% 62
2017
Q4 		$3.27M Buy
67,917
+13,760
+25% +$701K 0.29% 62
2017
Q3 		$2.66M Buy
54,157
+2,477
+5% +$120K 0.25% 65
2017
Q2 		$2.47M Sell
51,680
-5,715
-10% -$287K 0.3% 63
2017
Q1 		$2.86M Buy
57,395
+24,622
+75% +$1.22M 0.53% 39
2016
Q4 		$1.61M Buy
+32,773
New +$1.61M 0.65% 33

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

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

AE Wealth Management reduced its Southern Company (SO) stake by 16% in Q1 2026, selling an estimated $1.04M and leaving 59,051 shares worth $5.7M. The position accounts for 0.03% of the portfolio, ranked #386.

AE Wealth Management first reported a position in SO in Q4 2016 and has held it in 38 quarters since. The position peaked at $27.9M in Q1 2023. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • AE Wealth Management held 59,051 shares of Southern Company worth $5.7M as of Q1 2026.
  • AE Wealth Management sold 11,293 Southern Company shares in Q1 2026, an estimated $1.04M.
  • Southern Company made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #386 holding.
  • AE Wealth Management first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Southern Company position peaked at $27.9M in Q1 2023.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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