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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
Q2 		$129K Buy
1,347
+14
+1% +$1.32K 0.04% 297
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 $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

Gen-Wealth Partners's SO Position: Q2 2026 in Review

Gen-Wealth Partners increased its Southern Company (SO) stake by 1.1% in Q2 2026, buying an estimated $1.32K and bringing the position to 1,347 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #297.

Gen-Wealth Partners first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $295K in Q1 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gen-Wealth Partners held 1,347 shares of Southern Company worth $129K as of Q2 2026.
  • Gen-Wealth Partners bought 14 Southern Company shares in Q2 2026, an estimated $1.32K.
  • Southern Company made up 0.04% of Gen-Wealth Partners's portfolio in Q2 2026, its #297 holding.
  • Gen-Wealth Partners first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Southern Company position peaked at $295K in Q1 2024.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.