EW
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Element Wealth’s Southern Company SO Stock Holding History

Element Wealth’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 		$739K Sell
7,718
-41
-0.5% -$3.86K 0.28% 88
2026
Q1 		$749K Buy
7,759
+63
+0.8% +$5.83K 0.31% 80
2025
Q4 		$671K Buy
7,696
+27
+0.4% +$2.46K 0.28% 85
2025
Q3 		$727K Buy
7,669
+420
+6% +$39.2K 0.32% 75
2025
Q2 		$666K Sell
7,249
-703
-9% -$63.1K 0.31% 75
2025
Q1 		$731K Sell
7,952
-365
-4% -$31.6K 0.39% 60
2024
Q4 		$685K Sell
8,317
-168
-2% -$14.7K 0.36% 60
2024
Q3 		$765K Buy
8,485
+345
+4% +$29.5K 0.41% 51
2024
Q2 		$631K Buy
8,140
+601
+8% +$45.5K 0.36% 57
2024
Q1 		$541K Sell
7,539
-313
-4% -$21.6K 0.32% 63
2023
Q4 		$551K Buy
7,852
+18
+0.2% +$1.24K 0.34% 57
2023
Q3 		$507K Buy
7,834
+37
+0.5% +$2.57K 0.37% 54
2023
Q2 		$548K Buy
7,797
+582
+8% +$41.7K 0.38% 50
2023
Q1 		$502K Sell
7,215
-356
-5% -$24K 0.37% 50
2022
Q4 		$541K Sell
7,571
-175
-2% -$11.7K 0.44% 41
2022
Q3 		$527K Buy
7,746
+39
+0.5% +$2.95K 0.49% 35
2022
Q2 		$550K Buy
7,707
+24
+0.3% +$1.76K 0.55% 34
2022
Q1 		$557K Sell
7,683
-917
-11% -$62.1K 0.45% 43
2021
Q4 		$590K Buy
8,600
+44
+0.5% +$2.81K 0.45% 40
2021
Q3 		$530K Buy
8,556
+29
+0.3% +$1.87K 0.42% 43
2021
Q2 		$516K Buy
8,527
+115
+1% +$7.36K 0.4% 44
2021
Q1 		$523K Buy
8,412
+280
+3% +$16.8K 0.43% 39
2020
Q4 		$500K Buy
8,132
+41
+0.5% +$2.46K 0.46% 42
2020
Q3 		$439K Buy
8,091
+745
+10% +$39.8K 0.47% 41
2020
Q2 		$381K Sell
7,346
-640
-8% -$35.6K 0.44% 45
2020
Q1 		$432K Buy
7,986
+2,402
+43% +$152K 0.6% 30
2019
Q4 		$356K Buy
+5,584
New +$346K 0.36% 46

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

Element Wealth's SO Position: Q2 2026 in Review

Element Wealth reduced its Southern Company (SO) stake by 0.53% in Q2 2026, selling an estimated $3.86K and leaving 7,718 shares worth $739K. The position accounts for 0.28% of the portfolio, ranked #88.

Element Wealth first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $765K in Q3 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Element Wealth held 7,718 shares of Southern Company worth $739K as of Q2 2026.
  • Element Wealth sold 41 Southern Company shares in Q2 2026, an estimated $3.86K.
  • Southern Company made up 0.28% of Element Wealth's portfolio in Q2 2026, its #88 holding.
  • Element Wealth first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • Element Wealth's Southern Company position peaked at $765K in Q3 2024.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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