Finer Wealth Management’s Southern Company SO Stock Holding History

Finer 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 Q1	$325K	Buy	3,371 +756	+29%	+$69.9K	0.16%	70
2025 Q4	$228K	Buy	2,615 +11	+0.4%	+$1K	0.11%	77
2025 Q3	$247K	Sell	2,604 -30	-1%	-$2.8K	0.12%	78
2025 Q2	$242K	Sell	2,634 -174	-6%	-$15.6K	0.13%	80
2025 Q1	$258K	Hold	2,808	–	–	0.15%	73
2024 Q4	$231K	Hold	2,808	–	–	0.13%	80
2024 Q3	$253K	Hold	2,808	–	–	0.16%	72
2024 Q2	$218K	Hold	2,808	–	–	0.14%	70
2024 Q1	$201K	Buy	+2,808	New	+$194K	0.13%	77
2023 Q4	–	Sell	-3,397	Closed	-$220K	–	81
2023 Q3	$220K	Hold	3,397	–	–	0.18%	78
2023 Q2	$239K	Buy	+3,397	New	+$244K	0.19%	76

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Finer Wealth Management's SO Position: Q1 2026 in Review

Finer Wealth Management increased its Southern Company (SO) stake by 29% in Q1 2026, buying an estimated $69.9K and bringing the position to 3,371 shares worth $325K. The position accounts for 0.16% of the portfolio, ranked #70.

Finer Wealth Management first reported a position in SO in Q2 2023 and has held it in 11 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Finer Wealth Management held 3,371 shares of Southern Company worth $325K as of Q1 2026.
Finer Wealth Management bought 756 Southern Company shares in Q1 2026, an estimated $69.9K.
Southern Company made up 0.16% of Finer Wealth Management's portfolio in Q1 2026, its #70 holding.
Finer Wealth Management first reported a position in Southern Company in Q2 2023 and has held it in 11 quarters since.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.