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 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 $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

Correct Capital Wealth Management's SO Position: Q1 2026 in Review

Correct Capital Wealth Management reduced its Southern Company (SO) stake by 4.8% in Q1 2026, selling an estimated $23.1K and leaving 5,000 shares worth $483K. The position accounts for 0.09% of the portfolio, ranked #79.

Correct Capital Wealth Management first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $498K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Correct Capital Wealth Management held 5,000 shares of Southern Company worth $483K as of Q1 2026.
Correct Capital Wealth Management sold 250 Southern Company shares in Q1 2026, an estimated $23.1K.
Southern Company made up 0.09% of Correct Capital Wealth Management's portfolio in Q1 2026, its #79 holding.
Correct Capital Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's Southern Company position peaked at $498K in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.