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EPG Wealth Management’s Southern Company SO Stock Holding History

EPG 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 		$1.43M Sell
14,930
-865
-5% -$81.4K 0.34% 70
2026
Q1 		$1.52M Buy
15,795
+143
+0.9% +$13.2K 0.41% 65
2025
Q4 		$1.36M Sell
15,652
-621
-4% -$56.7K 0.37% 71
2025
Q3 		$1.54M Buy
16,273
+353
+2% +$33K 0.42% 64
2025
Q2 		$1.46M Sell
15,920
-1,391
-8% -$125K 0.44% 64
2025
Q1 		$1.59M Buy
17,311
+364
+2% +$31.5K 0.44% 61
2024
Q4 		$1.4M Sell
16,947
-182
-1% -$16K 0.37% 74
2024
Q3 		$1.54M Buy
+17,129
New +$1.46M 0.39% 69
2024
Q2 		– Sell
-10,273
Closed -$778K – 130
2024
Q1 		$737K Buy
10,273
+24
+0.2% +$1.66K 0.18% 141
2023
Q4 		$692K Buy
10,249
+4
+0% +$275 0.18% 137
2023
Q3 		$663K Buy
10,245
+29
+0.3% +$2.01K 0.2% 127
2023
Q2 		$718K Buy
10,216
+22
+0.2% +$1.58K 0.21% 116
2023
Q1 		$709K Buy
10,194
+374
+4% +$25.2K 0.22% 105
2022
Q4 		$701K Buy
9,820
+22
+0.2% +$1.47K 0.27% 89
2022
Q3 		$666K Sell
9,798
-19
-0.2% -$1.44K 0.27% 83
2022
Q2 		$700K Sell
9,817
-70
-0.7% -$5.14K 0.3% 79
2022
Q1 		$717K Buy
9,887
+960
+11% +$65K 0.25% 82
2021
Q4 		$612K Buy
8,927
+2,204
+33% +$141K 0.22% 95
2021
Q3 		$417K Buy
6,723
+66
+1% +$4.25K 0.17% 124
2021
Q2 		$403K Sell
6,657
-55
-0.8% -$3.52K 0.17% 123
2021
Q1 		$417K Buy
+6,712
New +$402K 0.2% 109
2020
Q3 		– Sell
-4,274
Closed -$222K – 141
2020
Q2 		$222K Sell
4,274
-1,606
-27% -$89.3K 0.16% 130
2020
Q1 		$319K Buy
5,880
+1,207
+26% +$76.5K 0.23% 84
2019
Q4 		$298K Buy
+4,673
New +$290K 0.22% 75

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

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

EPG Wealth Management reduced its Southern Company (SO) stake by 5.5% in Q2 2026, selling an estimated $81.4K and leaving 14,930 shares worth $1.43M. The position accounts for 0.34% of the portfolio, ranked #70.

EPG Wealth Management first reported a position in SO in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.59M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • EPG Wealth Management held 14,930 shares of Southern Company worth $1.43M as of Q2 2026.
  • EPG Wealth Management sold 865 Southern Company shares in Q2 2026, an estimated $81.4K.
  • Southern Company made up 0.34% of EPG Wealth Management's portfolio in Q2 2026, its #70 holding.
  • EPG Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 24 quarters since.
  • EPG Wealth Management's Southern Company position peaked at $1.59M in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.