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Evermay Wealth Management’s Southern Company SO Stock Holding History

Evermay 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 		$16.2K Hold
170
– – ﹤0.01% 461
2026
Q1 		$16.4K Hold
170
– – ﹤0.01% 411
2025
Q4 		$14.8K Sell
170
-170
-50% -$15.5K ﹤0.01% 411
2025
Q3 		$32.2K Hold
340
– – ﹤0.01% 352
2025
Q2 		$31.2K Hold
340
– – ﹤0.01% 353
2025
Q1 		$31.2K Hold
340
– – ﹤0.01% 359
2024
Q4 		$28K Hold
340
– – ﹤0.01% 359
2024
Q3 		$30.6K Sell
340
-288
-46% -$24.6K ﹤0.01% 370
2024
Q2 		$48.7K Sell
628
-50
-7% -$3.79K 0.01% 347
2024
Q1 		$48.6K Buy
678
+370
+120% +$25.5K 0.01% 352
2023
Q4 		$21.6K Buy
308
+8
+3% +$549 ﹤0.01% 390
2023
Q3 		$19.4K Hold
300
– – ﹤0.01% 379
2023
Q2 		$21K Hold
300
– – ﹤0.01% 374
2023
Q1 		$20.8K Hold
300
– – ﹤0.01% 365
2022
Q4 		$21.4K Hold
300
– – ﹤0.01% 362
2022
Q3 		$20K Hold
300
– – ﹤0.01% 350
2022
Q2 		$21K Sell
300
-1,115
-79% -$81.9K ﹤0.01% 341
2022
Q1 		$103K Sell
1,415
-1,170
-45% -$79.2K 0.02% 251
2021
Q4 		$177K Buy
2,585
+100
+4% +$6.38K 0.03% 182
2021
Q3 		$154K Sell
2,485
-320
-11% -$20.6K 0.03% 181
2021
Q2 		$170K Buy
+2,805
New +$179K 0.03% 189

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

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

Evermay Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 170 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Evermay Wealth Management first reported a position in SO in Q2 2021 and has held it in 21 quarters since. The position peaked at $177K in Q4 2021. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Evermay Wealth Management held 170 shares of Southern Company worth $16.2K as of Q2 2026.
  • Evermay Wealth Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #461 holding.
  • Evermay Wealth Management first reported a position in Southern Company in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's Southern Company position peaked at $177K in Q4 2021.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.