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Greykasell Wealth Strategies’s Southern Company SO Stock Holding History

Greykasell Wealth Strategies’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 		$62.4K Buy
647
+81
+14% +$7.49K 0.03% 227
2025
Q4 		$49.4K Hold
566
– – 0.02% 240
2025
Q3 		$53.6K Hold
566
– – 0.02% 202
2025
Q2 		$52K Hold
566
– – 0.02% 190
2025
Q1 		$52K Buy
+566
New +$49K 0.03% 180

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Greykasell Wealth Strategies's SO Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Southern Company (SO) stake by 14% in Q1 2026, buying an estimated $7.49K and bringing the position to 647 shares worth $62.4K. The position accounts for 0.03% of the portfolio, ranked #227.

Greykasell Wealth Strategies first reported a position in SO in Q1 2025 and has held it in 5 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Greykasell Wealth Strategies held 647 shares of Southern Company worth $62.4K as of Q1 2026.
  • Greykasell Wealth Strategies bought 81 Southern Company shares in Q1 2026, an estimated $7.49K.
  • Southern Company made up 0.03% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #227 holding.
  • Greykasell Wealth Strategies first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.