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Drive Wealth Management’s Southern Company SO Stock Holding History

Drive 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 		$510K Buy
5,331
+142
+3% +$13.4K 0.09% 190
2026
Q1 		$501K Buy
5,189
+31
+0.6% +$2.87K 0.11% 156
2025
Q4 		$450K Sell
5,158
-442
-8% -$40.4K 0.09% 180
2025
Q3 		$531K Buy
5,600
+291
+5% +$27.2K 0.11% 156
2025
Q2 		$488K Buy
5,309
+688
+15% +$61.8K 0.11% 163
2025
Q1 		$425K Buy
4,621
+165
+4% +$14.3K 0.1% 159
2024
Q4 		$367K Buy
4,456
+444
+11% +$39K 0.09% 179
2024
Q3 		$362K Buy
4,012
+105
+3% +$8.97K 0.09% 177
2024
Q2 		$303K Buy
3,907
+448
+13% +$34K 0.08% 192
2024
Q1 		$248K Sell
3,459
-203
-6% -$14K 0.07% 238
2023
Q4 		$257K Buy
3,662
+405
+12% +$27.8K 0.08% 224
2023
Q3 		$211K Buy
3,257
+86
+3% +$5.97K 0.08% 238
2023
Q2 		$223K Buy
3,171
+286
+10% +$20.5K 0.08% 228
2023
Q1 		$201K Buy
+2,885
New +$194K 0.08% 259

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

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

Drive Wealth Management increased its Southern Company (SO) stake by 2.7% in Q2 2026, buying an estimated $13.4K and bringing the position to 5,331 shares worth $510K. The position accounts for 0.09% of the portfolio, ranked #190.

Drive Wealth Management first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $531K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Drive Wealth Management held 5,331 shares of Southern Company worth $510K as of Q2 2026.
  • Drive Wealth Management bought 142 Southern Company shares in Q2 2026, an estimated $13.4K.
  • Southern Company made up 0.09% of Drive Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Drive Wealth Management first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
  • Drive Wealth Management's Southern Company position peaked at $531K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.