Focus Partners Wealth
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Focus Partners Wealth’s Southern Company SO Stock Holding History

Focus Partners Wealth’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 		$141M Buy
1,462,181
+46,735
+3% +$4.32M 0.16% 140
2025
Q4 		$124M Buy
1,415,446
+128,390
+10% +$11.7M 0.14% 144
2025
Q3 		$122M Buy
1,287,056
+3,101
+0.2% +$289K 0.2% 95
2025
Q2 		$118M Buy
1,283,955
+11,700
+0.9% +$1.05M 0.26% 76
2025
Q1 		$117M Sell
1,272,255
-27,577
-2% -$2.39M 0.29% 69
2024
Q4 		$107M Buy
1,299,832
+301,588
+30% +$26.5M 0.28% 74
2024
Q3 		$90M Sell
998,244
-1,329,732
-57% -$114M 0.29% 75
2024
Q2 		$181M Buy
2,327,976
+2,080,451
+841% +$158M 0.61% 36
2024
Q1 		$17.8M Buy
247,525
+234,382
+1,783% +$16.2M 0.14% 160
2023
Q4 		$922K Buy
+13,143
New +$903K 0.01% 465

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

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

Focus Partners Wealth increased its Southern Company (SO) stake by 3.3% in Q1 2026, buying an estimated $4.32M and bringing the position to 1,462,181 shares worth $141M. The position accounts for 0.16% of the portfolio, ranked #140.

Focus Partners Wealth first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $181M in Q2 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Focus Partners Wealth held 1,462,181 shares of Southern Company worth $141M as of Q1 2026.
  • Focus Partners Wealth bought 46,735 Southern Company shares in Q1 2026, an estimated $4.32M.
  • Southern Company made up 0.16% of Focus Partners Wealth's portfolio in Q1 2026, its #140 holding.
  • Focus Partners Wealth first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Southern Company position peaked at $181M in Q2 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.