FGWP
SO icon

Founders Grove Wealth Partners’s Southern Company SO Stock Holding History

Founders Grove Wealth Partners’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 		$294K Buy
3,041
+551
+22% +$51K 0.07% 131
2025
Q4 		$217K Buy
+2,490
New +$227K 0.05% 146

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

Founders Grove Wealth Partners's SO Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Southern Company (SO) stake by 22% in Q1 2026, buying an estimated $51K and bringing the position to 3,041 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #131.

Founders Grove Wealth Partners first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Founders Grove Wealth Partners held 3,041 shares of Southern Company worth $294K as of Q1 2026.
  • Founders Grove Wealth Partners bought 551 Southern Company shares in Q1 2026, an estimated $51K.
  • Southern Company made up 0.07% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #131 holding.
  • Founders Grove Wealth Partners first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.