Cassaday & Co Wealth Management’s Southern Company SO Stock Holding History

Cassaday & Co 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	$1.19M	Sell	12,353 -65	-0.5%	-$6.01K	0.03%	124
2025 Q4	$1.08M	Sell	12,418 -116	-0.9%	-$10.6K	0.02%	134
2025 Q3	$1.19M	Buy	12,534 +116	+0.9%	+$10.8K	0.03%	119
2025 Q2	$1.14M	Buy	12,418 +469	+4%	+$42.1K	0.03%	117
2025 Q1	$1.1M	Hold	11,949	–	–	0.03%	107
2024 Q4	$984K	Sell	11,949 -585	-5%	-$51.3K	0.03%	121
2024 Q3	$1.13M	Buy	12,534 +1,038	+9%	+$88.7K	0.03%	102
2024 Q2	$892K	Sell	11,496 -215	-2%	-$16.3K	0.03%	117
2024 Q1	$840K	Buy	11,711 +209	+2%	+$14.4K	0.03%	120
2023 Q4	$807K	Sell	11,502 -329	-3%	-$22.6K	0.03%	111
2023 Q3	$766K	Sell	11,831 -61	-0.5%	-$4.23K	0.03%	108
2023 Q2	$835K	Sell	11,892 -139	-1%	-$9.97K	0.03%	109
2023 Q1	$837K	Buy	12,031 +646	+6%	+$43.5K	0.04%	111
2022 Q4	$813K	Buy	+11,385	New	+$761K	0.04%	108

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cassaday & Co Wealth Management's SO Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Southern Company (SO) stake by 0.52% in Q1 2026, selling an estimated $6.01K and leaving 12,353 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #124.

Cassaday & Co Wealth Management first reported a position in SO in Q4 2022 and has held it in 14 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Cassaday & Co Wealth Management held 12,353 shares of Southern Company worth $1.19M as of Q1 2026.
Cassaday & Co Wealth Management sold 65 Southern Company shares in Q1 2026, an estimated $6.01K.
Southern Company made up 0.03% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #124 holding.
Cassaday & Co Wealth Management first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.