Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Southern Company SO Stock Holding History

Carson Wealth (CWM LLC)’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 		$15.3M Sell
158,138
-7,337
-4% -$679K 0.04% 413
2025
Q4 		$14.4M Buy
165,475
+64,104
+63% +$5.85M 0.04% 404
2025
Q3 		$9.61M Buy
101,371
+3,088
+3% +$288K 0.03% 479
2025
Q2 		$9.03M Buy
98,283
+5,118
+5% +$460K 0.03% 414
2025
Q1 		$8.57M Sell
93,165
-92,555
-50% -$8.01M 0.03% 383
2024
Q4 		$15.3M Buy
185,720
+7,341
+4% +$644K 0.06% 248
2024
Q3 		$16.1M Buy
178,379
+9,481
+6% +$810K 0.07% 236
2024
Q2 		$13.1M Buy
168,898
+4,650
+3% +$352K 0.06% 254
2024
Q1 		$11.8M Buy
164,248
+10,505
+7% +$725K 0.06% 270
2023
Q4 		$10.8M Buy
153,743
+27,809
+22% +$1.91M 0.06% 262
2023
Q3 		$8.15M Buy
125,934
+39,211
+45% +$2.72M 0.05% 272
2023
Q2 		$6.09M Buy
86,723
+9,680
+13% +$694K 0.04% 311
2023
Q1 		$5.36M Buy
77,043
+11,683
+18% +$787K 0.04% 310
2022
Q4 		$4.67M Buy
65,360
+7,962
+14% +$532K 0.03% 317
2022
Q3 		$3.9M Buy
57,398
+11,634
+25% +$881K 0.03% 319
2022
Q2 		$3.26M Buy
45,764
+4,352
+11% +$320K 0.03% 345
2022
Q1 		$3M Buy
41,412
+5,277
+15% +$357K 0.02% 359
2021
Q4 		$2.48M Buy
+36,135
New +$2.3M 0.02% 390
2021
Q2 		$28.9M Hold
476,778
– – 0.23% 84
2021
Q1 		$28.9M Hold
476,778
– – 0.23% 84
2020
Q4 		$28.9M Hold
476,778
– – 0.23% 84
2020
Q3 		$28.9M Hold
476,778
– – 0.23% 84
2020
Q2 		$28.9M Hold
476,778
– – 0.23% 84
2020
Q1 		$28.9M Hold
476,778
– – 0.23% 84
2019
Q4 		$28.9M Hold
476,778
– – 0.23% 84
2019
Q3 		$28.9M Hold
476,778
– – 0.23% 84
2019
Q2 		$28.9M Hold
476,778
– – 0.23% 84
2019
Q1 		$28.9M Buy
476,778
+380,487
+395% +$18.6M 0.23% 84
2018
Q4 		$4.23M Buy
96,291
+66,470
+223% +$3.02M 0.11% 174
2018
Q3 		$1.3M Buy
29,821
+13,836
+87% +$638K 0.03% 292
2018
Q2 		$740K Buy
15,985
+14,262
+828% +$638K 0.02% 297
2018
Q1 		$77K Buy
1,723
+191
+12% +$8.48K ﹤0.01% 486
2017
Q4 		$74K Sell
1,532
-122
-7% -$6.22K ﹤0.01% 465
2017
Q3 		$81K Buy
1,654
+143
+9% +$6.93K ﹤0.01% 441
2017
Q2 		$72K Sell
1,511
-171
-10% -$8.57K ﹤0.01% 425
2017
Q1 		$84K Sell
1,682
-3,051
-64% -$151K ﹤0.01% 380
2016
Q4 		$233K Buy
4,733
+2,694
+132% +$132K 0.01% 261
2016
Q3 		$105K Buy
2,039
+1,421
+230% +$74.8K 0.01% 331
2016
Q2 		$33K Sell
618
-209
-25% -$10.5K ﹤0.01% 417
2016
Q1 		$43K Hold
827
– – ﹤0.01% 362
2015
Q4 		$39K Sell
827
-40
-5% -$1.81K ﹤0.01% 342
2015
Q3 		$39K Buy
+867
New +$38K ﹤0.01% 305

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

Carson Wealth (CWM LLC)'s SO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Southern Company (SO) stake by 4.4% in Q1 2026, selling an estimated $679K and leaving 158,138 shares worth $15.3M. The position accounts for 0.04% of the portfolio, ranked #413.

Carson Wealth (CWM LLC) first reported a position in SO in Q3 2015 and has held it in 42 quarters since. The position peaked at $28.9M in Q2 2021. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 158,138 shares of Southern Company worth $15.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,337 Southern Company shares in Q1 2026, an estimated $679K.
  • Southern Company made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #413 holding.
  • Carson Wealth (CWM LLC) first reported a position in Southern Company in Q3 2015 and has held it in 42 quarters since.
  • Carson Wealth (CWM LLC)'s Southern Company position peaked at $28.9M in Q2 2021.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.