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CreativeOne Wealth’s Southern Company SO Stock Holding History

CreativeOne 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
Q1 		$2.41M Buy
24,920
+300
+1% +$27.8K 0.06% 309
2025
Q4 		$2.15M Buy
24,620
+1,055
+4% +$96.3K 0.05% 324
2025
Q3 		$2.23M Sell
23,565
-1,460
-6% -$136K 0.05% 310
2025
Q2 		$2.3M Buy
25,025
+2,583
+12% +$232K 0.06% 307
2025
Q1 		$2.06M Sell
22,442
-13,526
-38% -$1.17M 0.06% 295
2024
Q4 		$2.96M Buy
35,968
+4,136
+13% +$363K 0.09% 208
2024
Q3 		$2.87M Buy
31,832
+9,855
+45% +$842K 0.1% 201
2024
Q2 		$1.7M Buy
21,977
+343
+2% +$26K 0.09% 219
2024
Q1 		$1.55M Buy
21,634
+8,451
+64% +$583K 0.06% 278
2023
Q4 		$924K Sell
13,183
-1,597
-11% -$110K 0.06% 262
2023
Q3 		$957K Sell
14,780
-5,459
-27% -$379K 0.07% 245
2023
Q2 		$1.42M Buy
20,239
+4,660
+30% +$334K 0.07% 265
2023
Q1 		$1.08M Buy
15,579
+4,227
+37% +$285K 0.05% 293
2022
Q4 		$811K Buy
11,352
+1,695
+18% +$113K 0.04% 323
2022
Q3 		$657K Sell
9,657
-15,138
-61% -$1.15M 0.04% 344
2022
Q2 		$1.77M Buy
24,795
+14,430
+139% +$1.06M 0.1% 164
2022
Q1 		$752K Buy
10,365
+1,535
+17% +$104K 0.04% 335
2021
Q4 		$606K Sell
8,830
-1,188
-12% -$75.7K 0.03% 402
2021
Q3 		$621K Buy
10,018
+2,800
+39% +$180K 0.04% 354
2021
Q2 		$437K Buy
7,218
+10
+0.1% +$640 0.03% 420
2021
Q1 		$448K Buy
+7,208
New +$432K 0.03% 352

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CreativeOne Wealth's SO Position: Q1 2026 in Review

CreativeOne Wealth increased its Southern Company (SO) stake by 1.2% in Q1 2026, buying an estimated $27.8K and bringing the position to 24,920 shares worth $2.41M. The position accounts for 0.06% of the portfolio, ranked #309.

CreativeOne Wealth first reported a position in SO in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.96M in Q4 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • CreativeOne Wealth held 24,920 shares of Southern Company worth $2.41M as of Q1 2026.
  • CreativeOne Wealth bought 300 Southern Company shares in Q1 2026, an estimated $27.8K.
  • Southern Company made up 0.06% of CreativeOne Wealth's portfolio in Q1 2026, its #309 holding.
  • CreativeOne Wealth first reported a position in Southern Company in Q1 2021 and has held it in 21 quarters since.
  • CreativeOne Wealth's Southern Company position peaked at $2.96M in Q4 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.