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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
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 $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

Fourth Dimension Wealth's SO Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its Southern Company (SO) stake by 31% in Q1 2026, selling an estimated $9.53K and leaving 225 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #307.

Fourth Dimension Wealth first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $49.9K in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Fourth Dimension Wealth held 225 shares of Southern Company worth $21.7K as of Q1 2026.
  • Fourth Dimension Wealth sold 103 Southern Company shares in Q1 2026, an estimated $9.53K.
  • Southern Company made up 0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #307 holding.
  • Fourth Dimension Wealth first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Fourth Dimension Wealth's Southern Company position peaked at $49.9K in Q1 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.