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CrossGen Wealth’s Southern Company SO Stock Holding History

CrossGen 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 		$57.1K Buy
596
+2
+0.3% +$188 0.04% 99
2026
Q1 		$57.3K Buy
594
+2
+0.3% +$185 0.05% 97
2025
Q4 		$51.6K Buy
+592
New +$54K 0.05% 99

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

CrossGen Wealth's SO Position: Q2 2026 in Review

CrossGen Wealth increased its Southern Company (SO) stake by 0.34% in Q2 2026, buying an estimated $188 and bringing the position to 596 shares worth $57.1K. The position accounts for 0.04% of the portfolio, ranked #99.

CrossGen Wealth first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $57.3K in Q1 2026. 2,350 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CrossGen Wealth held 596 shares of Southern Company worth $57.1K as of Q2 2026.
  • CrossGen Wealth bought 2 Southern Company shares in Q2 2026, an estimated $188.
  • Southern Company made up 0.04% of CrossGen Wealth's portfolio in Q2 2026, its #99 holding.
  • CrossGen Wealth first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • CrossGen Wealth's Southern Company position peaked at $57.3K in Q1 2026.
  • 2,350 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.