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Confluence Wealth Services’s Southern Company SO Stock Holding History

Confluence Wealth Services’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 		$2.28M Buy
23,814
+8,662
+57% +$816K 0.07% 141
2026
Q1 		$1.46M Buy
15,152
+15
+0.1% +$1.39K 0.06% 154
2025
Q4 		$1.32M Sell
15,137
-473
-3% -$43.2K 0.05% 150
2025
Q3 		$1.48M Buy
15,610
+35
+0.2% +$3.27K 0.07% 133
2025
Q2 		$1.43M Buy
15,575
+179
+1% +$16.1K 0.08% 132
2025
Q1 		$1.4M Buy
15,396
+162
+1% +$14K 0.09% 115
2024
Q4 		$1.25M Sell
15,234
-1,356
-8% -$119K 0.08% 122
2024
Q3 		$1.5M Sell
16,590
-2,333
-12% -$199K 0.11% 97
2024
Q2 		$1.47M Buy
18,923
+3,991
+27% +$302K 0.12% 103
2024
Q1 		$1.07M Buy
14,932
+1,960
+15% +$135K 0.09% 120
2023
Q4 		$910K Buy
12,972
+134
+1% +$9.2K 0.1% 121
2023
Q3 		$831K Buy
12,838
+545
+4% +$37.8K 0.16% 103
2023
Q2 		$864K Sell
12,293
-103
-0.8% -$7.39K 0.18% 105
2023
Q1 		$863K Buy
12,396
+294
+2% +$19.8K 0.2% 97
2022
Q4 		$864K Sell
12,102
-702
-5% -$46.9K 0.22% 91
2022
Q3 		$870K Sell
12,804
-33
-0.3% -$2.5K 0.37% 82
2022
Q2 		$1M Buy
12,837
+683
+6% +$50.1K 0.44% 79
2022
Q1 		$881K Sell
12,154
-92
-0.8% -$6.23K 0.32% 90
2021
Q4 		$839K Buy
+12,246
New +$781K 0.27% 94

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

Confluence Wealth Services's SO Position: Q2 2026 in Review

Confluence Wealth Services increased its Southern Company (SO) stake by 57% in Q2 2026, buying an estimated $816K and bringing the position to 23,814 shares worth $2.28M. The position accounts for 0.07% of the portfolio, ranked #141.

Confluence Wealth Services first reported a position in SO in Q4 2021 and has held it in 19 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Confluence Wealth Services held 23,814 shares of Southern Company worth $2.28M as of Q2 2026.
  • Confluence Wealth Services bought 8,662 Southern Company shares in Q2 2026, an estimated $816K.
  • Southern Company made up 0.07% of Confluence Wealth Services's portfolio in Q2 2026, its #141 holding.
  • Confluence Wealth Services first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.