Glass Wealth Management’s Southern Company SO Stock Holding History

Glass Wealth 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 Q1	$276K	Hold	2,860	–	–	0.11%	61
2025 Q4	$249K	Hold	2,860	–	–	0.1%	55
2025 Q3	$271K	Sell	2,860 -80	-3%	-$7.47K	0.12%	55
2025 Q2	$270K	Hold	2,940	–	–	0.14%	53
2025 Q1	$270K	Sell	2,940 -625	-18%	-$54.1K	0.16%	56
2024 Q4	$293K	Hold	3,565	–	–	0.16%	54
2024 Q3	$321K	Hold	3,565	–	–	0.18%	48
2024 Q2	$277K	Hold	3,565	–	–	0.16%	50
2024 Q1	$256K	Buy	+3,565	New	+$246K	0.16%	55

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Glass Wealth Management's SO Position: Q1 2026 in Review

Glass Wealth Management held its Southern Company (SO) position steady in Q1 2026 at 2,860 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #61.

Glass Wealth Management first reported a position in SO in Q1 2024 and has held it in 9 quarters since. The position peaked at $321K in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Glass Wealth Management held 2,860 shares of Southern Company worth $276K as of Q1 2026.
Glass Wealth Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.11% of Glass Wealth Management's portfolio in Q1 2026, its #61 holding.
Glass Wealth Management first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
Glass Wealth Management's Southern Company position peaked at $321K in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Glass Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.