Buck Wealth Strategies’s Southern Company SO Stock Holding History

Buck Wealth Strategies’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	$125K	Buy	+1,306	New	+$123K	0.01%	237
2025 Q1	–	Sell	-9,421	Closed	-$776K	–	134
2024 Q4	$776K	Buy	9,421 +3,797	+68%	+$333K	0.16%	54
2024 Q3	$507K	Sell	5,624 -3,042	-35%	-$260K	0.16%	50
2024 Q2	$672K	Sell	8,666 -89,961	-91%	-$6.82M	0.2%	50
2024 Q1	$7.08M	Buy	98,627 +90,627	+1,133%	+$6.26M	2.43%	13
2023 Q4	$561K	Sell	8,000 -282	-3%	-$19.4K	0.21%	48
2023 Q3	$536K	Buy	8,282 +7,407	+847%	+$514K	0.22%	53
2023 Q2	$61.5K	Buy	+875	New	+$62.8K	0.03%	74
2022 Q3	$201K	Buy	+3,109	New	+$236K	0.09%	56

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

Buck Wealth Strategies's SO Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Southern Company (SO) in Q2 2026: 1,306 shares worth $125K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in SO as recently as Q4 2024.

Buck Wealth Strategies first reported a position in SO in Q3 2022 and has held it in 9 quarters since. The position peaked at $7.08M in Q1 2024. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Buck Wealth Strategies held 1,306 shares of Southern Company worth $125K as of Q2 2026.
Southern Company was a new Buck Wealth Strategies position in Q2 2026.
Southern Company made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #237 holding.
Buck Wealth Strategies first reported a position in Southern Company in Q3 2022 and has held it in 9 quarters since.
Buck Wealth Strategies's Southern Company position peaked at $7.08M in Q1 2024.
2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.