FWP
SO icon

Firethorn Wealth Partners’s Southern Company SO Stock Holding History

Firethorn 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
Q2 		$1.28M Sell
13,420
-440
-3% -$41.4K 0.41% 57
2026
Q1 		$1.34M Buy
13,860
+49
+0.4% +$4.53K 0.49% 50
2025
Q4 		$1.2M Buy
13,811
+628
+5% +$57.3K 0.45% 50
2025
Q3 		$1.25M Buy
13,183
+885
+7% +$82.6K 0.49% 46
2025
Q2 		$1.13M Sell
12,298
-145
-1% -$13K 0.49% 43
2025
Q1 		$1.14M Buy
12,443
+37
+0.3% +$3.2K 0.55% 38
2024
Q4 		$1.02M Buy
12,406
+53
+0.4% +$4.65K 0.51% 40
2024
Q3 		$1.11M Buy
12,353
+1,795
+17% +$153K 0.57% 37
2024
Q2 		$819K Buy
10,558
+84
+0.8% +$6.37K 0.46% 45
2024
Q1 		$751K Sell
10,474
-217
-2% -$15K 0.44% 45
2023
Q4 		$750K Buy
10,691
+310
+3% +$21.3K 0.49% 44
2023
Q3 		$672K Buy
10,381
+100
+1% +$6.94K 0.52% 40
2023
Q2 		$722K Buy
10,281
+93
+0.9% +$6.67K 0.54% 38
2023
Q1 		$755K Buy
10,188
+157
+2% +$10.6K 0.59% 34
2022
Q4 		$716K Buy
10,031
+299
+3% +$20K 0.61% 38
2022
Q3 		$662K Sell
9,732
-31
-0.3% -$2.35K 0.62% 34
2022
Q2 		$749K Buy
9,763
+1,459
+18% +$107K 0.61% 35
2022
Q1 		$602K Sell
8,304
-9
-0.1% -$610 0.46% 51
2021
Q4 		$570K Buy
+8,313
New +$530K 0.43% 57
2021
Q2 		$522K Buy
8,627
+34
+0.4% +$2.17K 0.44% 54
2021
Q1 		$534K Buy
8,593
+36
+0.4% +$2.15K 0.5% 53
2020
Q4 		$526K Buy
+8,557
New +$514K 0.57% 43

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

Firethorn Wealth Partners's SO Position: Q2 2026 in Review

Firethorn Wealth Partners reduced its Southern Company (SO) stake by 3.2% in Q2 2026, selling an estimated $41.4K and leaving 13,420 shares worth $1.28M. The position accounts for 0.41% of the portfolio, ranked #57.

Firethorn Wealth Partners first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.34M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Firethorn Wealth Partners held 13,420 shares of Southern Company worth $1.28M as of Q2 2026.
  • Firethorn Wealth Partners sold 440 Southern Company shares in Q2 2026, an estimated $41.4K.
  • Southern Company made up 0.41% of Firethorn Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • Firethorn Wealth Partners first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Firethorn Wealth Partners's Southern Company position peaked at $1.34M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.