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 Q2	$8.71K	Hold	91	–	–	﹤0.01%	457
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's SO Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 91 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Cherry Tree Wealth Management first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.1K in Q3 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Cherry Tree Wealth Management held 91 shares of Southern Company worth $8.71K as of Q2 2026.
Cherry Tree Wealth Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #457 holding.
Cherry Tree Wealth Management first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Southern Company position peaked at $20.1K in Q3 2025.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.