Empirical Wealth Management
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Empirical Wealth Management’s Southern Company SO Stock Holding History

Empirical 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
Q3 		$523K Buy
6,307
+61
+1% +$5.56K 0.01% 755
2026
Q2 		$598K Sell
6,246
-79
-1% -$7.44K 0.01% 607
2026
Q1 		$610K Sell
6,325
-6,526
-51% -$604K 0.01% 508
2025
Q4 		$1.12M Sell
12,851
-661
-5% -$60.3K 0.02% 322
2025
Q3 		$1.28M Sell
13,512
-16,207
-55% -$1.51M 0.03% 296
2025
Q2 		$2.73M Buy
29,719
+3,519
+13% +$316K 0.06% 190
2025
Q1 		$2.41M Buy
26,200
+22,044
+530% +$1.91M 0.06% 192
2024
Q4 		$342K Sell
4,156
-640
-13% -$56.1K 0.01% 479
2024
Q3 		$432K Sell
4,796
-941
-16% -$80.4K 0.01% 394
2024
Q2 		$445K Buy
5,737
+2,729
+91% +$207K 0.01% 382
2024
Q1 		$216K Buy
3,008
+50
+2% +$3.45K 0.01% 497
2023
Q4 		$207K Buy
+2,958
New +$203K 0.01% 468

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Empirical Wealth Management's SO Position: Q3 2026 in Review

Empirical Wealth Management increased its Southern Company (SO) stake by 0.98% in Q3 2026, buying an estimated $5.56K and bringing the position to 6,307 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #755.

Empirical Wealth Management first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.73M in Q2 2025. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Empirical Wealth Management held 6,307 shares of Southern Company worth $523K as of Q3 2026.
  • Empirical Wealth Management bought 61 Southern Company shares in Q3 2026, an estimated $5.56K.
  • Southern Company made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #755 holding.
  • Empirical Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
  • Empirical Wealth Management's Southern Company position peaked at $2.73M in Q2 2025.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.