Consilium Wealth Advisory’s Southern Company SO Stock Holding History

Consilium Wealth Advisory’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	$253K	Buy	+2,618	New	+$242K	0.09%	91

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Consilium Wealth Advisory's SO Position: Q1 2026 in Review

Consilium Wealth Advisory opened a new position in Southern Company (SO) in Q1 2026: 2,618 shares worth $253K. The stake represents 0.09% of the portfolio and ranks #91 among its holdings.

2,348 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Consilium Wealth Advisory held 2,618 shares of Southern Company worth $253K as of Q1 2026.
Southern Company was a new Consilium Wealth Advisory position in Q1 2026.
Southern Company made up 0.09% of Consilium Wealth Advisory's portfolio in Q1 2026, its #91 holding.
2,348 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.