Cranbrook Wealth Management’s Southern Company SO Stock Holding History

Cranbrook 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	$592K	Hold	6,186	–	–	0.11%	83
2026 Q1	$597K	Hold	6,186	–	–	0.12%	76
2025 Q4	$539K	Sell	6,186 -323	-5%	-$29.5K	0.11%	82
2025 Q3	$617K	Buy	6,509 +473	+8%	+$44.2K	0.12%	73
2025 Q2	$554K	Hold	6,036	–	–	0.12%	74
2025 Q1	$555K	Hold	6,036	–	–	0.13%	72
2024 Q4	$497K	Hold	6,036	–	–	0.12%	77
2024 Q3	$544K	Hold	6,036	–	–	0.12%	75
2024 Q2	$468K	Hold	6,036	–	–	0.12%	76
2024 Q1	$433K	Hold	6,036	–	–	0.11%	72
2023 Q4	$423K	Hold	6,036	–	–	0.11%	71
2023 Q3	$391K	Hold	6,036	–	–	0.12%	67
2023 Q2	$424K	Hold	6,036	–	–	0.12%	70
2023 Q1	$420K	Buy	6,036 +760	+14%	+$51.2K	0.12%	71
2022 Q4	$377K	Hold	5,276	–	–	0.1%	75
2022 Q3	$359K	Hold	5,276	–	–	0.09%	80
2022 Q2	$376K	Hold	5,276	–	–	0.09%	80
2022 Q1	$383K	Buy	5,276 +4,396	+500%	+$298K	0.08%	87
2021 Q4	$60K	Sell	880 -60	-6%	-$3.83K	0.01%	165
2021 Q3	$58K	Buy	940 +60	+7%	+$3.86K	0.01%	172
2021 Q2	$53K	Hold	880	–	–	0.01%	180
2021 Q1	$55K	Hold	880	–	–	0.01%	172
2020 Q4	$54K	Hold	880	–	–	0.01%	157
2020 Q3	$48K	Hold	880	–	–	0.01%	146
2020 Q2	$46K	Hold	880	–	–	0.01%	143
2020 Q1	$48K	Sell	880 -217	-20%	-$13.7K	0.02%	135
2019 Q4	$70K	Sell	1,097 -1,055	-49%	-$65.4K	0.02%	127
2019 Q3	$133K	Hold	2,152	–	–	0.04%	97
2019 Q2	$119K	Hold	2,152	–	–	0.03%	98
2019 Q1	$111K	Hold	2,152	–	–	0.03%	100
2018 Q4	$95K	Buy	2,152 +1,121	+109%	+$51K	0.03%	102
2018 Q3	$45K	Hold	1,031	–	–	0.02%	123
2018 Q2	$48K	Hold	1,031	–	–	0.02%	118
2018 Q1	$46K	Hold	1,031	–	–	0.02%	121
2017 Q4	$50K	Hold	1,031	–	–	0.02%	118
2017 Q3	$51K	Hold	1,031	–	–	0.02%	116
2017 Q2	$49K	Hold	1,031	–	–	0.02%	117
2017 Q1	$51K	Hold	1,031	–	–	0.02%	105
2016 Q4	$51K	Hold	1,031	–	–	0.02%	104
2016 Q3	$53K	Hold	1,031	–	–	0.03%	96
2016 Q2	$55K	Hold	1,031	–	–	0.03%	92
2016 Q1	$53K	Hold	1,031	–	–	0.03%	97
2015 Q4	$48K	Hold	1,031	–	–	0.03%	102
2015 Q3	$46K	Hold	1,031	–	–	0.03%	105
2015 Q2	$43K	Hold	1,031	–	–	0.02%	109
2015 Q1	$46K	Sell	1,031 -322	-24%	-$15.3K	0.03%	105
2014 Q4	$66K	Hold	1,353	–	–	0.04%	98
2014 Q3	$59K	Hold	1,353	–	–	0.04%	81
2014 Q2	$61K	Hold	1,353	–	–	0.04%	81
2014 Q1	$59K	Sell	1,353 -729	-35%	-$30.6K	0.04%	80
2013 Q4	$86K	Buy	+2,082	New	+$85.9K	0.06%	86

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 $3.37T AUM 44.26% 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

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

Cranbrook Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 6,186 shares worth $592K. The position accounts for 0.11% of the portfolio, ranked #83.

Cranbrook Wealth Management first reported a position in SO in Q4 2013 and has held it in 51 quarters since. The position peaked at $617K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Cranbrook Wealth Management held 6,186 shares of Southern Company worth $592K as of Q2 2026.
Cranbrook Wealth Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.11% of Cranbrook Wealth Management's portfolio in Q2 2026, its #83 holding.
Cranbrook Wealth Management first reported a position in Southern Company in Q4 2013 and has held it in 51 quarters since.
Cranbrook Wealth Management's Southern Company position peaked at $617K in Q3 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.