Fiduciary Wealth Partners
SO icon

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
Q3 		– Sell
-2,226
Closed -$213K – 71
2026
Q2 		$213K Buy
2,226
+20
+0.9% +$1.88K 0.12% 66
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 $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

Fiduciary Wealth Partners's SO Position: Q3 2026 in Review

Fiduciary Wealth Partners sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,226 shares — an estimated $213K sold.

Fiduciary Wealth Partners first reported a position in SO in Q1 2025 and held it in 5 quarters. The position peaked at $213K in Q2 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Fiduciary Wealth Partners reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 2,226 Southern Company shares in Q3 2026, an estimated $213K.
  • Fiduciary Wealth Partners first reported a position in Southern Company in Q1 2025 and held it in 5 quarters.
  • Fiduciary Wealth Partners's Southern Company position peaked at $213K in Q2 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.