Elmwood Wealth Management’s Southern Company SO Stock Holding History

Elmwood 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	$416K	Buy	4,350 +140	+3%	+$13.2K	0.1%	139
2026 Q1	$406K	Buy	4,210 +210	+5%	+$19.4K	0.11%	128
2025 Q4	$349K	Sell	4,000 -180	-4%	-$16.4K	0.11%	134
2025 Q3	$396K	Buy	4,180 +180	+5%	+$16.8K	0.14%	109
2025 Q2	$367K	Hold	4,000	–	–	0.15%	102
2025 Q1	$368K	Hold	4,000	–	–	0.15%	106
2024 Q4	$329K	Hold	4,000	–	–	0.13%	110
2024 Q3	$361K	Hold	4,000	–	–	0.15%	108
2024 Q2	$310K	Sell	4,000 -693	-15%	-$52.5K	0.14%	104
2024 Q1	$337K	Sell	4,693 -5	-0.1%	-$345	0.14%	105
2023 Q4	$329K	Buy	4,698 +2	+0%	+$137	0.23%	89
2023 Q3	$304K	Buy	4,696 +3	+0.1%	+$208	0.15%	106
2023 Q2	$330K	Hold	4,693	–	–	0.15%	100
2023 Q1	$327K	Hold	4,693	–	–	0.15%	100
2022 Q4	$335K	Hold	4,693	–	–	0.17%	100
2022 Q3	$319K	Hold	4,693	–	–	0.16%	97
2022 Q2	$335K	Sell	4,693 -350	-7%	-$25.7K	0.19%	94
2022 Q1	$366K	Hold	5,043	–	–	0.19%	93
2021 Q4	$346K	Buy	+5,043	New	+$321K	0.17%	96
2021 Q2	$305K	Hold	5,043	–	–	0.16%	93
2021 Q1	$313K	Buy	+5,043	New	+$302K	0.19%	90
2020 Q3	$263K	Hold	5,068	–	–	0.21%	79
2020 Q2	$263K	Buy	5,068 +68	+1%	+$3.78K	0.21%	79
2020 Q1	$223K	Hold	5,000	–	–	0.21%	83
2019 Q4	$319K	Hold	5,000	–	–	0.28%	78
2019 Q3	$309K	Hold	5,000	–	–	0.31%	69
2019 Q2	$276K	Hold	5,000	–	–	0.24%	78
2019 Q1	$258K	Hold	5,000	–	–	0.24%	77
2018 Q4	$220K	Hold	5,000	–	–	0.21%	83
2018 Q3	$218K	Hold	5,000	–	–	0.18%	88
2018 Q2	$232K	Hold	5,000	–	–	0.21%	85
2018 Q1	$223K	Buy	+5,000	New	+$222K	0.21%	83

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

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

Elmwood Wealth Management increased its Southern Company (SO) stake by 3.3% in Q2 2026, buying an estimated $13.2K and bringing the position to 4,350 shares worth $416K. The position accounts for 0.1% of the portfolio, ranked #139.

Elmwood Wealth Management first reported a position in SO in Q1 2018 and has held it in 32 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Elmwood Wealth Management held 4,350 shares of Southern Company worth $416K as of Q2 2026.
Elmwood Wealth Management bought 140 Southern Company shares in Q2 2026, an estimated $13.2K.
Southern Company made up 0.1% of Elmwood Wealth Management's portfolio in Q2 2026, its #139 holding.
Elmwood Wealth Management first reported a position in Southern Company in Q1 2018 and has held it in 32 quarters since.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.