Curio Wealth’s Southern Company SO Stock Holding History

Curio 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	–	Sell	-4	Closed	-$386	–	972
2026 Q1	$386	Buy	+4	New	+$370	﹤0.01%	561

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

Curio Wealth's SO Position: Q2 2026 in Review

Curio Wealth sold out of Southern Company (SO) in Q2 2026, closing a stake of 4 shares — an estimated $386 sold.

Curio Wealth first reported a position in SO in Q1 2026 and held it in 1 quarter. The position peaked at $386 in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Curio Wealth reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 4 Southern Company shares in Q2 2026, an estimated $386.
Curio Wealth first reported a position in Southern Company in Q1 2026 and held it in 1 quarter.
Curio Wealth's Southern Company position peaked at $386 in Q1 2026.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.