Greenup Street Wealth Management’s Southern Company SO Stock Holding History

Greenup Street 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	$656K	Buy	6,856 +27	+0.4%	+$2.54K	0.08%	86
2026 Q1	$659K	Buy	6,829 +15	+0.2%	+$1.39K	0.09%	82
2025 Q4	$594K	Sell	6,814 -225	-3%	-$20.5K	0.09%	81
2025 Q3	$667K	Buy	7,039 +25	+0.4%	+$2.33K	0.1%	91
2025 Q2	$644K	Buy	7,014 +50	+0.7%	+$4.49K	0.11%	70
2025 Q1	$640K	Sell	6,964 -31	-0.4%	-$2.68K	0.13%	69
2024 Q4	$576K	Buy	+6,995	New	+$614K	0.11%	68

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

Greenup Street Wealth Management's SO Position: Q2 2026 in Review

Greenup Street Wealth Management increased its Southern Company (SO) stake by 0.4% in Q2 2026, buying an estimated $2.54K and bringing the position to 6,856 shares worth $656K. The position accounts for 0.08% of the portfolio, ranked #86.

Greenup Street Wealth Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $667K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Greenup Street Wealth Management held 6,856 shares of Southern Company worth $656K as of Q2 2026.
Greenup Street Wealth Management bought 27 Southern Company shares in Q2 2026, an estimated $2.54K.
Southern Company made up 0.08% of Greenup Street Wealth Management's portfolio in Q2 2026, its #86 holding.
Greenup Street Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Greenup Street Wealth Management's Southern Company position peaked at $667K in Q3 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.