GeoWealth Management’s Southern Company SO Stock Holding History

GeoWealth Management’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	$499K	Buy	5,215 +350	+7%	+$33K	0.02%	501
2026 Q1	$470K	Buy	4,865 +535	+12%	+$49.5K	0.02%	483
2025 Q4	$378K	Sell	4,330 -359	-8%	-$32.8K	0.01%	505
2025 Q3	$444K	Buy	4,689 +227	+5%	+$21.2K	0.02%	474
2025 Q2	$410K	Buy	4,462 +244	+6%	+$21.9K	0.02%	452
2025 Q1	$388K	Sell	4,218 -2,066	-33%	-$179K	0.02%	483
2024 Q4	$517K	Sell	6,284 -1,479	-19%	-$130K	0.02%	457
2024 Q3	$700K	Sell	7,763 -303	-4%	-$25.9K	0.02%	393
2024 Q2	$626K	Buy	8,066 +1,709	+27%	+$130K	0.03%	373
2024 Q1	$456K	Buy	6,357 +541	+9%	+$37.3K	0.02%	463
2023 Q4	$408K	Sell	5,816 -12,370	-68%	-$849K	0.03%	365
2023 Q3	$1.18M	Buy	18,186 +18,112	+24,476%	+$1.26M	0.13%	133
2023 Q2	$5K	Hold	74	–	–	﹤0.01%	410
2023 Q1	$5K	Buy	+74	New	+$4.98K	﹤0.01%	353

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GeoWealth Management's SO Position: Q2 2026 in Review

GeoWealth Management increased its Southern Company (SO) stake by 7.2% in Q2 2026, buying an estimated $33K and bringing the position to 5,215 shares worth $499K. The position accounts for 0.02% of the portfolio, ranked #501.

GeoWealth Management first reported a position in SO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.18M in Q3 2023. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

GeoWealth Management held 5,215 shares of Southern Company worth $499K as of Q2 2026.
GeoWealth Management bought 350 Southern Company shares in Q2 2026, an estimated $33K.
Southern Company made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #501 holding.
GeoWealth Management first reported a position in Southern Company in Q1 2023 and has held it in 14 quarters since.
GeoWealth Management's Southern Company position peaked at $1.18M in Q3 2023.
2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.