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Chesapeake Wealth Management’s Southern Company SO Stock Holding History

Chesapeake 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 		$870K Buy
9,095
+84
+0.9% +$7.91K 0.24% 84
2026
Q1 		$870K Sell
9,011
-17
-0.2% -$1.57K 0.27% 85
2025
Q4 		$787K Buy
9,028
+962
+12% +$87.8K 0.23% 88
2025
Q3 		$764K Buy
8,066
+265
+3% +$24.7K 0.23% 91
2025
Q2 		$716K Buy
7,801
+4,628
+146% +$416K 0.24% 94
2025
Q1 		$292K Sell
3,173
-60
-2% -$5.19K 0.1% 133
2024
Q4 		$266K Hold
3,233
– – 0.09% 142
2024
Q3 		$292K Hold
3,233
– – 0.1% 133
2024
Q2 		$251K Hold
3,233
– – 0.09% 139
2024
Q1 		$232K Buy
+3,233
New +$223K 0.08% 144
2023
Q4 		– Sell
-3,173
Closed -$205K – 156
2023
Q3 		$205K Sell
3,173
-100
-3% -$6.94K 0.09% 147
2023
Q2 		$230K Sell
3,273
-1,175
-26% -$84.3K 0.09% 144
2023
Q1 		$309K Sell
4,448
-225
-5% -$15.2K 0.13% 125
2022
Q4 		$334K Sell
4,673
-600
-11% -$40.1K 0.15% 127
2022
Q3 		$359K Buy
5,273
+1,000
+23% +$75.8K 0.16% 116
2022
Q2 		$304K Hold
4,273
– – 0.13% 134
2022
Q1 		$310K Buy
+4,273
New +$289K 0.11% 149

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

Chesapeake Wealth Management's SO Position: Q2 2026 in Review

Chesapeake Wealth Management increased its Southern Company (SO) stake by 0.93% in Q2 2026, buying an estimated $7.91K and bringing the position to 9,095 shares worth $870K. The position accounts for 0.24% of the portfolio, ranked #84.

Chesapeake Wealth Management first reported a position in SO in Q1 2022 and has held it in 17 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Chesapeake Wealth Management held 9,095 shares of Southern Company worth $870K as of Q2 2026.
  • Chesapeake Wealth Management bought 84 Southern Company shares in Q2 2026, an estimated $7.91K.
  • Southern Company made up 0.24% of Chesapeake Wealth Management's portfolio in Q2 2026, its #84 holding.
  • Chesapeake Wealth Management first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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