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 Q2	$324K	Buy	3,382 +11	+0.3%	+$1.04K	0.14%	71
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Finer Wealth Management increased its Southern Company (SO) stake by 0.33% in Q2 2026, buying an estimated $1.04K and bringing the position to 3,382 shares worth $324K. The position accounts for 0.14% of the portfolio, ranked #71.

Finer Wealth Management first reported a position in SO in Q2 2023 and has held it in 12 quarters since. The position peaked at $325K in Q1 2026. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Finer Wealth Management held 3,382 shares of Southern Company worth $324K as of Q2 2026.
Finer Wealth Management bought 11 Southern Company shares in Q2 2026, an estimated $1.04K.
Southern Company made up 0.14% of Finer Wealth Management's portfolio in Q2 2026, its #71 holding.
Finer Wealth Management first reported a position in Southern Company in Q2 2023 and has held it in 12 quarters since.
Finer Wealth Management's Southern Company position peaked at $325K in Q1 2026.
2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.