Darwin Wealth Management’s Southern Company SO Stock Holding History

Darwin 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	$55.4K	Buy	579 +6	+1%	+$565	0.02%	224
2026 Q1	$55.3K	Sell	573 -1	-0.2%	-$93	0.02%	210
2025 Q4	$50.1K	Buy	574 +5	+0.9%	+$456	0.02%	215
2025 Q3	$53.9K	Hold	569	–	–	0.02%	213
2025 Q2	$52.3K	Hold	569	–	–	0.02%	202
2025 Q1	$46.8K	Hold	569	–	–	0.02%	229
2024 Q4	$46.8K	Sell	569 -437	-43%	-$38.3K	0.02%	229
2024 Q3	$90.7K	Buy	+1,006	New	+$85.9K	0.02%	192
2020 Q2	–	Sell	-1,865	Closed	-$100K	–	672
2020 Q1	$100K	Buy	+1,865	New	+$118K	0.03%	178
2016 Q4	–	Sell	-29,933	Closed	-$1.54M	–	119
2016 Q3	$1.54M	Buy	29,933 +4,743	+19%	+$250K	1.19%	35
2016 Q2	$1.35M	Buy	+25,190	New	+$1.27M	1.15%	39

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

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

Darwin Wealth Management increased its Southern Company (SO) stake by 1% in Q2 2026, buying an estimated $565 and bringing the position to 579 shares worth $55.4K. The position accounts for 0.02% of the portfolio, ranked #224.

Darwin Wealth Management first reported a position in SO in Q2 2016 and has held it in 11 quarters since. The position peaked at $1.54M in Q3 2016. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Darwin Wealth Management held 579 shares of Southern Company worth $55.4K as of Q2 2026.
Darwin Wealth Management bought 6 Southern Company shares in Q2 2026, an estimated $565.
Southern Company made up 0.02% of Darwin Wealth Management's portfolio in Q2 2026, its #224 holding.
Darwin Wealth Management first reported a position in Southern Company in Q2 2016 and has held it in 11 quarters since.
Darwin Wealth Management's Southern Company position peaked at $1.54M in Q3 2016.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.