Focus Partners Wealth
SO icon

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
Q2 		$135M Sell
1,407,819
-54,362
-4% -$5.12M 0.14% 151
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 $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

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

Focus Partners Wealth reduced its Southern Company (SO) stake by 3.7% in Q2 2026, selling an estimated $5.12M and leaving 1,407,819 shares worth $135M. The position accounts for 0.14% of the portfolio, ranked #151.

Focus Partners Wealth first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $181M in Q2 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Focus Partners Wealth held 1,407,819 shares of Southern Company worth $135M as of Q2 2026.
  • Focus Partners Wealth sold 54,362 Southern Company shares in Q2 2026, an estimated $5.12M.
  • Southern Company made up 0.14% of Focus Partners Wealth's portfolio in Q2 2026, its #151 holding.
  • Focus Partners Wealth first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Southern Company position peaked at $181M in Q2 2024.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.