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 Q2	$265K	Sell	2,770 -90	-3%	-$8.47K	0.09%	60
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 $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

Glass Wealth Management's SO Position: Q2 2026 in Review

Glass Wealth Management reduced its Southern Company (SO) stake by 3.1% in Q2 2026, selling an estimated $8.47K and leaving 2,770 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #60.

Glass Wealth Management first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $321K in Q3 2024. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Glass Wealth Management held 2,770 shares of Southern Company worth $265K as of Q2 2026.
Glass Wealth Management sold 90 Southern Company shares in Q2 2026, an estimated $8.47K.
Southern Company made up 0.09% of Glass Wealth Management's portfolio in Q2 2026, its #60 holding.
Glass Wealth Management first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
Glass Wealth Management's Southern Company position peaked at $321K in Q3 2024.
2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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