Heritage Wealth Management (Ohio)’s Southern Company SO Stock Holding History

Heritage Wealth Management (Ohio)’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	$426K	Buy	+4,456	New	+$420K	0.11%	185
2026 Q1	–	Sell	-4,456	Closed	-$389K	–	237
2025 Q4	$389K	Hold	4,456	–	–	0.11%	180
2025 Q3	$422K	Hold	4,456	–	–	0.12%	160
2025 Q2	$409K	Sell	4,456 -250	-5%	-$22.5K	0.13%	160
2025 Q1	$433K	Sell	4,706 -60	-1%	-$5.19K	0.15%	150
2024 Q4	$392K	Hold	4,766	–	–	0.13%	157
2024 Q3	$430K	Hold	4,766	–	–	0.14%	152
2024 Q2	$372K	Buy	+4,766	New	+$361K	0.12%	161

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

Heritage Wealth Management (Ohio)'s SO Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Southern Company (SO) in Q2 2026: 4,456 shares worth $426K. The stake represents 0.11% of the portfolio and ranks #185 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in SO as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in SO in Q2 2024 and has held it in 8 quarters since. The position peaked at $433K in Q1 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Heritage Wealth Management (Ohio) held 4,456 shares of Southern Company worth $426K as of Q2 2026.
Southern Company was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Southern Company made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #185 holding.
Heritage Wealth Management (Ohio) first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s Southern Company position peaked at $433K in Q1 2025.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.