AWM
SO icon

Angeles Wealth Management’s Southern Company SO Stock Holding History

Angeles 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 		$270K Buy
2,816
+77
+3% +$7.25K 0.01% 408
2026
Q1 		$264K Buy
+2,739
New +$253K 0.01% 349
2025
Q4 		– Sell
-2,246
Closed -$213K – 486
2025
Q3 		$213K Buy
+2,246
New +$210K 0.01% 320

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Angeles Wealth Management increased its Southern Company (SO) stake by 2.8% in Q2 2026, buying an estimated $7.25K and bringing the position to 2,816 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #408.

Angeles Wealth Management first reported a position in SO in Q3 2025 and has held it in 3 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Angeles Wealth Management held 2,816 shares of Southern Company worth $270K as of Q2 2026.
  • Angeles Wealth Management bought 77 Southern Company shares in Q2 2026, an estimated $7.25K.
  • Southern Company made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #408 holding.
  • Angeles Wealth Management first reported a position in Southern Company in Q3 2025 and has held it in 3 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.