Forefront Wealth Management’s Southern Company SO Stock Holding History

Forefront 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
2025 Q4	$251K	Buy	2,880 +3	+0.1%	+$274	0.18%	56
2025 Q3	$273K	Buy	2,877 +3	+0.1%	+$280	0.2%	53
2025 Q2	$264K	Buy	2,874 +2	+0.1%	+$180	0.21%	49
2025 Q1	$264K	Sell	2,872 -41	-1%	-$3.55K	0.24%	44
2024 Q4	$240K	Buy	+2,913	New	+$256K	0.22%	45
2023 Q3	–	Sell	-2,951	Closed	-$207K	–	43
2023 Q2	$207K	Buy	2,951 +3	+0.1%	+$215	0.27%	40
2023 Q1	$205K	Buy	2,948 +4	+0.1%	+$269	0.27%	41
2022 Q4	$210K	Buy	2,944 +3	+0.1%	+$201	0.28%	41
2022 Q3	$200K	Buy	2,941 +2	+0.1%	+$152	0.28%	44
2022 Q2	$210K	Buy	2,939 +3	+0.1%	+$220	0.28%	43
2022 Q1	$213K	Buy	2,936 +3	+0.1%	+$203	0.21%	49
2021 Q4	$201K	Buy	+2,933	New	+$187K	0.19%	54

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Forefront Wealth Management's SO Position: Q4 2025 in Review

Forefront Wealth Management increased its Southern Company (SO) stake by 0.1% in Q4 2025, buying an estimated $274 and bringing the position to 2,880 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #56.

Forefront Wealth Management first reported a position in SO in Q4 2021 and has held it in 12 quarters since. The position peaked at $273K in Q3 2025. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Forefront Wealth Management held 2,880 shares of Southern Company worth $251K as of Q4 2025.
Forefront Wealth Management bought 3 Southern Company shares in Q4 2025, an estimated $274.
Southern Company made up 0.18% of Forefront Wealth Management's portfolio in Q4 2025, its #56 holding.
Forefront Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 12 quarters since.
Forefront Wealth Management's Southern Company position peaked at $273K in Q3 2025.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.