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Compass Wealth Management’s Southern Company SO Stock Holding History

Compass 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 		$301K Buy
+3,150
New +$297K 0.06% 152
2025
Q4 		– Sell
-3,150
Closed -$299K – 136
2025
Q3 		$299K Hold
3,150
– – 0.07% 131
2025
Q2 		$289K Hold
3,150
– – 0.07% 136
2025
Q1 		$290K Hold
3,150
– – 0.07% 132
2024
Q4 		$259K Hold
3,150
– – 0.06% 138
2024
Q3 		$284K Sell
3,150
-70
-2% -$5.98K 0.07% 140
2024
Q2 		$250K Buy
3,220
+650
+25% +$49.3K 0.06% 147
2024
Q1 		$184K Buy
2,570
+1,200
+88% +$82.8K 0.05% 162
2023
Q4 		$96.1K Sell
1,370
-250
-15% -$17.2K 0.03% 193
2023
Q3 		$105K Hold
1,620
– – 0.03% 183
2023
Q2 		$114K Buy
1,620
+870
+116% +$62.4K 0.03% 177
2023
Q1 		$52.2K Hold
750
– – 0.02% 237
2022
Q4 		$53.6K Buy
+750
New +$50.1K 0.02% 223

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

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

Compass Wealth Management opened a new position in Southern Company (SO) in Q2 2026: 3,150 shares worth $301K. The stake represents 0.06% of the portfolio and ranks #152 among its holdings. This is a return to the name: Compass Wealth Management previously reported a position in SO as recently as Q3 2025.

Compass Wealth Management first reported a position in SO in Q4 2022 and has held it in 13 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Compass Wealth Management held 3,150 shares of Southern Company worth $301K as of Q2 2026.
  • Southern Company was a new Compass Wealth Management position in Q2 2026.
  • Southern Company made up 0.06% of Compass Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Compass Wealth Management first reported a position in Southern Company in Q4 2022 and has held it in 13 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.