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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Element Wealth's SO Position: Q1 2026 in Review

Element Wealth increased its Southern Company (SO) stake by 0.82% in Q1 2026, buying an estimated $5.83K and bringing the position to 7,759 shares worth $749K. The position accounts for 0.31% of the portfolio, ranked #80.

Element Wealth first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $765K in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Element Wealth held 7,759 shares of Southern Company worth $749K as of Q1 2026.
  • Element Wealth bought 63 Southern Company shares in Q1 2026, an estimated $5.83K.
  • Southern Company made up 0.31% of Element Wealth's portfolio in Q1 2026, its #80 holding.
  • Element Wealth first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's Southern Company position peaked at $765K in Q3 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.