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Fiduciary Wealth Partners’s Southern Company SO Stock Holding History

Fiduciary Wealth Partners’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 		$213K Buy
+2,206
New +$204K 0.14% 58
2025
Q4 		– Sell
-2,232
Closed -$212K – 95
2025
Q3 		$212K Buy
2,232
+2,152
+2,690% +$201K 0.09% 88
2025
Q2 		$7.35K Sell
80
-2,138
-96% -$192K 0.01% 69
2025
Q1 		$204K Buy
+2,218
New +$192K 0.18% 42

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

Fiduciary Wealth Partners's SO Position: Q1 2026 in Review

Fiduciary Wealth Partners opened a new position in Southern Company (SO) in Q1 2026: 2,206 shares worth $213K. The stake represents 0.14% of the portfolio and ranks #58 among its holdings. This is a return to the name: Fiduciary Wealth Partners previously reported a position in SO as recently as Q3 2025.

Fiduciary Wealth Partners first reported a position in SO in Q1 2025 and has held it in 4 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Fiduciary Wealth Partners held 2,206 shares of Southern Company worth $213K as of Q1 2026.
  • Southern Company was a new Fiduciary Wealth Partners position in Q1 2026.
  • Southern Company made up 0.14% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #58 holding.
  • Fiduciary Wealth Partners first reported a position in Southern Company in Q1 2025 and has held it in 4 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.