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High Note Wealth’s Southern Company SO Stock Holding History

High Note Wealth’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 		$44.8K Buy
464
+71
+18% +$6.57K 0.01% 201
2025
Q4 		$34.3K Buy
393
+48
+14% +$4.38K 0.01% 215
2025
Q3 		$32.7K Buy
345
+2
+0.6% +$187 0.01% 209
2025
Q2 		$31.5K Hold
343
– – 0.01% 209
2025
Q1 		$31.5K Hold
343
– – 0.01% 205
2024
Q4 		$28.2K Buy
+343
New +$30.1K 0.01% 208

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

High Note Wealth's SO Position: Q1 2026 in Review

High Note Wealth increased its Southern Company (SO) stake by 18% in Q1 2026, buying an estimated $6.57K and bringing the position to 464 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #201.

High Note Wealth first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • High Note Wealth held 464 shares of Southern Company worth $44.8K as of Q1 2026.
  • High Note Wealth bought 71 Southern Company shares in Q1 2026, an estimated $6.57K.
  • Southern Company made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #201 holding.
  • High Note Wealth first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.