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Cordatus Wealth Management’s Southern Company SO Stock Holding History

Cordatus 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 		$614K Buy
6,416
+57
+0.9% +$5.37K 0.13% 108
2026
Q1 		$614K Sell
6,359
-66
-1% -$6.11K 0.15% 108
2025
Q4 		$560K Buy
6,425
+38
+0.6% +$3.47K 0.13% 115
2025
Q3 		$605K Buy
6,387
+13
+0.2% +$1.21K 0.14% 103
2025
Q2 		$585K Sell
6,374
-36
-0.6% -$3.23K 0.14% 110
2025
Q1 		$589K Buy
6,410
+258
+4% +$22.3K 0.16% 97
2024
Q4 		$506K Buy
6,152
+262
+4% +$23K 0.13% 105
2024
Q3 		$531K Buy
5,890
+77
+1% +$6.58K 0.19% 78
2024
Q2 		$451K Buy
+5,813
New +$441K 0.17% 86
2023
Q3 		– Sell
-5,991
Closed -$421K – 134
2023
Q2 		$421K Buy
+5,991
New +$430K 0.16% 105

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

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

Cordatus Wealth Management increased its Southern Company (SO) stake by 0.9% in Q2 2026, buying an estimated $5.37K and bringing the position to 6,416 shares worth $614K. The position accounts for 0.13% of the portfolio, ranked #108.

Cordatus Wealth Management first reported a position in SO in Q2 2023 and has held it in 10 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cordatus Wealth Management held 6,416 shares of Southern Company worth $614K as of Q2 2026.
  • Cordatus Wealth Management bought 57 Southern Company shares in Q2 2026, an estimated $5.37K.
  • Southern Company made up 0.13% of Cordatus Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Cordatus Wealth Management first reported a position in Southern Company in Q2 2023 and has held it in 10 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.