Grant Private Wealth Management
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Grant Private Wealth Management’s Southern Company SO Stock Holding History

Grant Private 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
Q3 		– Sell
-2,736
Closed -$262K – 180
2026
Q2 		$262K Buy
2,736
+549
+25% +$51.7K 0.11% 137
2026
Q1 		$211K Buy
+2,187
New +$202K 0.11% 145
2025
Q3 		– Sell
-60,811
Closed -$5.58M – 168
2025
Q2 		$5.58M Buy
+60,811
New +$5.46M 3.17% 11

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Grant Private Wealth Management's SO Position: Q3 2026 in Review

Grant Private Wealth Management sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,736 shares — an estimated $262K sold.

Grant Private Wealth Management first reported a position in SO in Q2 2025 and held it in 3 quarters. The position peaked at $5.58M in Q2 2025. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Grant Private Wealth Management reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Grant Private Wealth Management sold 2,736 Southern Company shares in Q3 2026, an estimated $262K.
  • Grant Private Wealth Management first reported a position in Southern Company in Q2 2025 and held it in 3 quarters.
  • Grant Private Wealth Management's Southern Company position peaked at $5.58M in Q2 2025.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.