Corient Private Wealth
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Corient Private Wealth’s Southern Company SO Stock Holding History

Corient Private Wealth’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 		$26M Buy
271,260
+19,842
+8% +$1.87M 0.03% 366
2026
Q1 		$24.1M Sell
251,418
-347,427
-58% -$32.1M 0.03% 363
2025
Q4 		$43.8M Buy
598,845
+355,180
+146% +$32.4M 0.03% 393
2025
Q3 		$23.1M Buy
243,665
+15,577
+7% +$1.45M 0.04% 364
2025
Q2 		$20.9M Buy
228,088
+28,898
+15% +$2.6M 0.03% 387
2025
Q1 		$18.3M Sell
199,190
-50,893
-20% -$4.41M 0.03% 403
2024
Q4 		$20.4M Sell
250,083
-29,017
-10% -$2.55M 0.03% 390
2024
Q3 		$25.2M Buy
279,100
+18,544
+7% +$1.58M 0.04% 382
2024
Q2 		$20.2M Buy
260,556
+513
+0.2% +$38.9K 0.04% 385
2024
Q1 		$18.7M Sell
260,043
-62,872
-19% -$4.34M 0.03% 409
2023
Q4 		$22.6M Buy
322,915
+16,039
+5% +$1.1M 0.04% 361
2023
Q3 		$19.9M Buy
306,876
+8,038
+3% +$558K 0.05% 349
2023
Q2 		$21M Buy
298,838
+4,376
+1% +$314K 0.05% 324
2023
Q1 		$20.5M Buy
294,462
+89,356
+44% +$6.02M 0.06% 306
2022
Q4 		$14.6M Buy
+205,106
New +$13.7M 0.05% 306

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

Corient Private Wealth's SO Position: Q2 2026 in Review

Corient Private Wealth increased its Southern Company (SO) stake by 7.9% in Q2 2026, buying an estimated $1.87M and bringing the position to 271,260 shares worth $26M. The position accounts for 0.03% of the portfolio, ranked #366.

Corient Private Wealth first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $43.8M in Q4 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Corient Private Wealth held 271,260 shares of Southern Company worth $26M as of Q2 2026.
  • Corient Private Wealth bought 19,842 Southern Company shares in Q2 2026, an estimated $1.87M.
  • Southern Company made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #366 holding.
  • Corient Private Wealth first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Southern Company position peaked at $43.8M in Q4 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.