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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Destination Wealth Management's SO Position: Q1 2026 in Review

Destination Wealth Management reduced its Southern Company (SO) stake by 0.34% in Q1 2026, selling an estimated $2.22K and leaving 7,079 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #180.

Destination Wealth Management first reported a position in SO in Q4 2016 and has held it in 16 quarters since. The position peaked at $693K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Destination Wealth Management held 7,079 shares of Southern Company worth $683K as of Q1 2026.
Destination Wealth Management sold 24 Southern Company shares in Q1 2026, an estimated $2.22K.
Southern Company made up 0.02% of Destination Wealth Management's portfolio in Q1 2026, its #180 holding.
Destination Wealth Management first reported a position in Southern Company in Q4 2016 and has held it in 16 quarters since.
Destination Wealth Management's Southern Company position peaked at $693K in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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