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Gen-Wealth Partners’s Southern Company SO Stock Holding History

Gen-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 		$129K Sell
1,333
-177
-12% -$16.4K 0.04% 300
2025
Q4 		$132K Sell
1,510
-82
-5% -$7.49K 0.04% 301
2025
Q3 		$151K Sell
1,592
-283
-15% -$26.4K 0.05% 269
2025
Q2 		$172K Sell
1,875
-40
-2% -$3.59K 0.07% 237
2025
Q1 		$176K Sell
1,915
-271
-12% -$23.5K 0.07% 219
2024
Q4 		$180K Sell
2,186
-512
-19% -$44.9K 0.08% 220
2024
Q3 		$241K Sell
2,698
-15
-0.6% -$1.28K 0.11% 197
2024
Q2 		$210K Sell
2,713
-1,394
-34% -$106K 0.1% 197
2024
Q1 		$295K Buy
+4,107
New +$284K 0.15% 158

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

Gen-Wealth Partners's SO Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Southern Company (SO) stake by 12% in Q1 2026, selling an estimated $16.4K and leaving 1,333 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #300.

Gen-Wealth Partners first reported a position in SO in Q1 2024 and has held it in 9 quarters since. The position peaked at $295K in Q1 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Gen-Wealth Partners held 1,333 shares of Southern Company worth $129K as of Q1 2026.
  • Gen-Wealth Partners sold 177 Southern Company shares in Q1 2026, an estimated $16.4K.
  • Southern Company made up 0.04% of Gen-Wealth Partners's portfolio in Q1 2026, its #300 holding.
  • Gen-Wealth Partners first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Southern Company position peaked at $295K in Q1 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.