FWM
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ForthRight Wealth Management’s Southern Company SO Stock Holding History

ForthRight 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
Q1 		$1.24M Sell
12,824
-814
-6% -$75.3K 0.35% 27
2025
Q4 		$1.19M Buy
13,638
+38
+0.3% +$3.47K 0.34% 29
2025
Q3 		$1.29M Sell
13,600
-14
-0.1% -$1.31K 0.37% 27
2025
Q2 		$1.25M Sell
13,614
-261
-2% -$23.4K 0.39% 27
2025
Q1 		$1.28M Sell
13,875
-32
-0.2% -$2.77K 0.43% 29
2024
Q4 		$1.14M Buy
13,907
+53
+0.4% +$4.65K 0.38% 30
2024
Q3 		$1.25M Buy
13,854
+98
+0.7% +$8.37K 0.42% 29
2024
Q2 		$1.07M Buy
13,756
+51
+0.4% +$3.87K 0.38% 30
2024
Q1 		$983K Buy
13,705
+1,219
+10% +$84.1K 0.35% 31
2023
Q4 		$876K Sell
12,486
-298
-2% -$20.5K 0.34% 30
2023
Q3 		$827K Buy
12,784
+87
+0.7% +$6.04K 0.36% 30
2023
Q2 		$892K Sell
12,697
-157
-1% -$11.3K 0.37% 29
2023
Q1 		$894K Buy
12,854
+339
+3% +$22.8K 0.41% 27
2022
Q4 		$894K Buy
12,515
+42
+0.3% +$2.81K 0.46% 26
2022
Q3 		$848K Sell
12,473
-1,287
-9% -$97.5K 0.5% 25
2022
Q2 		$981K Buy
13,760
+37
+0.3% +$2.72K 0.55% 22
2022
Q1 		$995K Buy
13,723
+39
+0.3% +$2.64K 0.51% 23
2021
Q4 		$938K Buy
13,684
+5,553
+68% +$354K 0.51% 22
2021
Q3 		$504K Buy
8,131
+4,130
+103% +$266K 0.31% 27
2021
Q2 		$242K Buy
4,001
+3
+0.1% +$192 0.15% 31
2021
Q1 		$249K Sell
3,998
-127
-3% -$7.6K 0.17% 31
2020
Q4 		$253K Buy
+4,125
New +$248K 0.2% 24

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

ForthRight Wealth Management's SO Position: Q1 2026 in Review

ForthRight Wealth Management reduced its Southern Company (SO) stake by 6% in Q1 2026, selling an estimated $75.3K and leaving 12,824 shares worth $1.24M. The position accounts for 0.35% of the portfolio, ranked #27.

ForthRight Wealth Management first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.29M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • ForthRight Wealth Management held 12,824 shares of Southern Company worth $1.24M as of Q1 2026.
  • ForthRight Wealth Management sold 814 Southern Company shares in Q1 2026, an estimated $75.3K.
  • Southern Company made up 0.35% of ForthRight Wealth Management's portfolio in Q1 2026, its #27 holding.
  • ForthRight Wealth Management first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • ForthRight Wealth Management's Southern Company position peaked at $1.29M in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.