Cannon Wealth Management Services’s Southern Company SO Stock Holding History

Cannon Wealth Management Services’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	$331K	Buy	3,458 +10	+0.3%	+$941	0.18%	67
2026 Q1	$333K	Hold	3,448	–	–	0.23%	63
2025 Q4	$301K	Sell	3,448 -18	-0.5%	-$1.64K	0.21%	66
2025 Q3	$329K	Buy	3,466 +602	+21%	+$56.2K	0.25%	63
2025 Q2	$263K	Hold	2,864	–	–	0.22%	67
2025 Q1	$264K	Sell	2,864 -277	-9%	-$24K	0.24%	61
2024 Q4	$264K	Buy	3,141 +1	+0%	+$88	0.23%	65
2024 Q3	$283K	Buy	+3,140	New	+$268K	0.26%	64

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

Cannon Wealth Management Services's SO Position: Q2 2026 in Review

Cannon Wealth Management Services increased its Southern Company (SO) stake by 0.29% in Q2 2026, buying an estimated $941 and bringing the position to 3,458 shares worth $331K. The position accounts for 0.18% of the portfolio, ranked #67.

Cannon Wealth Management Services first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $333K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Cannon Wealth Management Services held 3,458 shares of Southern Company worth $331K as of Q2 2026.
Cannon Wealth Management Services bought 10 Southern Company shares in Q2 2026, an estimated $941.
Southern Company made up 0.18% of Cannon Wealth Management Services's portfolio in Q2 2026, its #67 holding.
Cannon Wealth Management Services first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Cannon Wealth Management Services's Southern Company position peaked at $333K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.