Destiny Wealth Partners’s Southern Company SO Stock Holding History

Destiny Wealth Partners’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	-748	Closed	-$72.2K	–	953
2026 Q1	$72.2K	Buy	+748	New	+$69.2K	0.01%	386
2023 Q4	–	Sell	-3,520	Closed	-$228K	–	172
2023 Q3	$228K	Sell	3,520 -1,020	-22%	-$70.8K	0.05%	153
2023 Q2	$332K	Buy	+4,540	New	+$326K	0.06%	126
2023 Q1	–	Sell	-2,071	Closed	-$148K	–	571
2022 Q4	$148K	Sell	2,071 -4,345	-68%	-$291K	0.03%	204
2022 Q3	$436K	Buy	6,416 +877	+16%	+$66.4K	0.1%	101
2022 Q2	$395K	Buy	5,539 +1,038	+23%	+$76.2K	0.09%	97
2022 Q1	$326K	Buy	4,501 +459	+11%	+$31.1K	0.06%	120
2021 Q4	$277K	Buy	4,042 +187	+5%	+$11.9K	0.05%	150
2021 Q3	$239K	Sell	3,855 -118	-3%	-$7.6K	0.05%	153
2021 Q2	$240K	Buy	3,973 +292	+8%	+$18.7K	0.05%	173
2021 Q1	$229K	Sell	3,681 -4,108	-53%	-$246K	0.05%	154
2020 Q4	$478K	Buy	+7,789	New	+$468K	0.1%	104

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

Destiny Wealth Partners's SO Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Southern Company (SO) in Q2 2026, closing a stake of 748 shares — an estimated $72.2K sold.

Destiny Wealth Partners first reported a position in SO in Q4 2020 and held it in 12 quarters. The position peaked at $478K in Q4 2020. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Destiny Wealth Partners reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 748 Southern Company shares in Q2 2026, an estimated $72.2K.
Destiny Wealth Partners first reported a position in Southern Company in Q4 2020 and held it in 12 quarters.
Destiny Wealth Partners's Southern Company position peaked at $478K in Q4 2020.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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