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Cherry Tree Wealth Management’s Southern Company SO Stock Holding History

Cherry Tree 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 		$8.78K Hold
91
– – ﹤0.01% 440
2025
Q4 		$7.94K Sell
91
-121
-57% -$11K ﹤0.01% 450
2025
Q3 		$20.1K Hold
212
– – ﹤0.01% 341
2025
Q2 		$19.5K Hold
212
– – ﹤0.01% 346
2025
Q1 		$19.5K Buy
212
+91
+75% +$7.88K ﹤0.01% 357
2024
Q4 		$9.96K Hold
121
– – ﹤0.01% 417
2024
Q3 		$10.9K Hold
121
– – ﹤0.01% 406
2024
Q2 		$9.39K Hold
121
– – ﹤0.01% 404
2024
Q1 		$8.68K Hold
121
– – ﹤0.01% 391
2023
Q4 		$8.48K Hold
121
– – ﹤0.01% 373
2023
Q3 		$7.83K Buy
+121
New +$8.4K ﹤0.01% 362

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Cherry Tree Wealth Management's SO Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Southern Company (SO) position steady in Q1 2026 at 91 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Cherry Tree Wealth Management first reported a position in SO in Q3 2023 and has held it in 11 quarters since. The position peaked at $20.1K in Q3 2025. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Cherry Tree Wealth Management held 91 shares of Southern Company worth $8.78K as of Q1 2026.
  • Cherry Tree Wealth Management left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #440 holding.
  • Cherry Tree Wealth Management first reported a position in Southern Company in Q3 2023 and has held it in 11 quarters since.
  • Cherry Tree Wealth Management's Southern Company position peaked at $20.1K in Q3 2025.
  • 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.