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Fourth Dimension Wealth’s Southern Company SO Stock Holding History

Fourth Dimension 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 		$268K Buy
2,797
+2,572
+1,143% +$242K 0.08% 140
2026
Q1 		$21.7K Sell
225
-103
-31% -$9.53K 0.01% 307
2025
Q4 		$28.6K Hold
328
– – 0.01% 289
2025
Q3 		$31.1K Sell
328
-215
-40% -$20.1K 0.01% 281
2025
Q2 		$49.9K Hold
543
– – 0.02% 227
2025
Q1 		$49.9K Buy
543
+393
+262% +$34K 0.02% 221
2024
Q4 		$44.7K Buy
+150
New +$13.2K 0.02% 233

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

Fourth Dimension Wealth's SO Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Southern Company (SO) stake by 1,143% in Q2 2026, buying an estimated $242K and bringing the position to 2,797 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #140.

Fourth Dimension Wealth first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Fourth Dimension Wealth held 2,797 shares of Southern Company worth $268K as of Q2 2026.
  • Fourth Dimension Wealth bought 2,572 Southern Company shares in Q2 2026, an estimated $242K.
  • Southern Company made up 0.08% of Fourth Dimension Wealth's portfolio in Q2 2026, its #140 holding.
  • Fourth Dimension Wealth first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.