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Fonville Wealth Management’s Southern Company SO Stock Holding History

Fonville 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 		$507K Buy
5,296
+304
+6% +$28.6K 0.08% 94
2026
Q1 		$482K Buy
4,992
+538
+12% +$49.8K 0.09% 90
2025
Q4 		$388K Hold
4,454
– – 0.08% 97
2025
Q3 		$422K Sell
4,454
-3
-0.1% -$280 0.1% 95
2025
Q2 		$409K Hold
4,457
– – 0.1% 88
2025
Q1 		$408K Sell
4,457
-118
-3% -$10.2K 0.12% 82
2024
Q4 		$377K Hold
4,575
– – 0.12% 77
2024
Q3 		$413K Buy
4,575
+265
+6% +$22.6K 0.14% 77
2024
Q2 		$334K Sell
4,310
-352
-8% -$26.7K 0.13% 75
2024
Q1 		$334K Buy
+4,662
New +$322K 0.15% 74

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 $3.38T AUM 44.17% 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

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

Fonville Wealth Management increased its Southern Company (SO) stake by 6.1% in Q2 2026, buying an estimated $28.6K and bringing the position to 5,296 shares worth $507K. The position accounts for 0.08% of the portfolio, ranked #94.

Fonville Wealth Management first reported a position in SO in Q1 2024 and has held it in 10 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fonville Wealth Management held 5,296 shares of Southern Company worth $507K as of Q2 2026.
  • Fonville Wealth Management bought 304 Southern Company shares in Q2 2026, an estimated $28.6K.
  • Southern Company made up 0.08% of Fonville Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Fonville Wealth Management first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.