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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
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 $6.73T 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

Grant Private Wealth Management's SO Position: Q2 2026 in Review

Grant Private Wealth Management increased its Southern Company (SO) stake by 25% in Q2 2026, buying an estimated $51.7K and bringing the position to 2,736 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #137.

Grant Private Wealth Management first reported a position in SO in Q2 2025 and has held it in 3 quarters since. The position peaked at $5.58M in Q2 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Grant Private Wealth Management held 2,736 shares of Southern Company worth $262K as of Q2 2026.
  • Grant Private Wealth Management bought 549 Southern Company shares in Q2 2026, an estimated $51.7K.
  • Southern Company made up 0.11% of Grant Private Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Grant Private Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 3 quarters since.
  • Grant Private Wealth Management's Southern Company position peaked at $5.58M in Q2 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.