Correct Capital Wealth Management’s Southern Company SO Stock Holding History

Correct Capital 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	$479K	Hold	5,000	–	–	0.08%	81
2026 Q1	$483K	Sell	5,000 -250	-5%	-$23.1K	0.09%	79
2025 Q4	$458K	Hold	5,250	–	–	0.09%	80
2025 Q3	$498K	Hold	5,250	–	–	0.08%	87
2025 Q2	$482K	Hold	5,250	–	–	0.07%	88
2025 Q1	$483K	Hold	5,250	–	–	0.08%	80
2024 Q4	$432K	Hold	5,250	–	–	0.09%	88
2024 Q3	$473K	Hold	5,250	–	–	0.1%	84
2024 Q2	$407K	Hold	5,250	–	–	0.1%	87
2024 Q1	$377K	Hold	5,250	–	–	0.09%	99
2023 Q4	$368K	Buy	+5,250	New	+$361K	0.09%	88

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Correct Capital Wealth Management's SO Position: Q2 2026 in Review

Correct Capital Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 5,000 shares worth $479K. The position accounts for 0.08% of the portfolio, ranked #81.

Correct Capital Wealth Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $498K in Q3 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Correct Capital Wealth Management held 5,000 shares of Southern Company worth $479K as of Q2 2026.
Correct Capital Wealth Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.08% of Correct Capital Wealth Management's portfolio in Q2 2026, its #81 holding.
Correct Capital Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Correct Capital Wealth Management's Southern Company position peaked at $498K in Q3 2025.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.