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Destination Wealth Management’s Southern Company SO Stock Holding History

Destination 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 		$680K Buy
7,101
+22
+0.3% +$2.07K 0.02% 192
2026
Q1 		$683K Sell
7,079
-24
-0.3% -$2.22K 0.02% 180
2025
Q4 		$619K Sell
7,103
-205
-3% -$18.7K 0.02% 175
2025
Q3 		$693K Buy
7,308
+150
+2% +$14K 0.02% 153
2025
Q2 		$657K Buy
7,158
+82
+1% +$7.37K 0.02% 153
2025
Q1 		$651K Sell
7,076
-347
-5% -$30K 0.02% 142
2024
Q4 		$611K Buy
7,423
+2,122
+40% +$186K 0.02% 143
2024
Q3 		$478K Buy
+5,301
New +$453K 0.01% 160
2019
Q4 		– Sell
-5,390
Closed -$333K – 163
2019
Q3 		$333K Buy
5,390
+4,737
+725% +$275K 0.02% 121
2019
Q2 		$36K Sell
653
-404
-38% -$21.6K ﹤0.01% 319
2019
Q1 		$55K Sell
1,057
-413
-28% -$20.2K ﹤0.01% 249
2018
Q4 		$65K Buy
1,470
+389
+36% +$17.7K ﹤0.01% 232
2018
Q3 		$47K Sell
1,081
-1,234
-53% -$56.9K ﹤0.01% 297
2018
Q2 		$107K Buy
2,315
+1,811
+359% +$81.1K 0.01% 179
2018
Q1 		$23K Buy
+504
New +$22.4K ﹤0.01% 324
2017
Q2 		– Sell
-5,254
Closed -$262K – 163
2017
Q1 		$262K Buy
5,254
+275
+6% +$13.6K 0.02% 140
2016
Q4 		$245K Buy
+4,979
New +$245K 0.02% 152

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

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

Destination Wealth Management increased its Southern Company (SO) stake by 0.31% in Q2 2026, buying an estimated $2.07K and bringing the position to 7,101 shares worth $680K. The position accounts for 0.02% of the portfolio, ranked #192.

Destination Wealth Management first reported a position in SO in Q4 2016 and has held it in 17 quarters since. The position peaked at $693K in Q3 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Destination Wealth Management held 7,101 shares of Southern Company worth $680K as of Q2 2026.
  • Destination Wealth Management bought 22 Southern Company shares in Q2 2026, an estimated $2.07K.
  • Southern Company made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Destination Wealth Management first reported a position in Southern Company in Q4 2016 and has held it in 17 quarters since.
  • Destination Wealth Management's Southern Company position peaked at $693K in Q3 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.