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High Point Wealth Management’s Southern Company SO Stock Holding History

High Point 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 		$3.57M Buy
37,339
+420
+1% +$39.5K 2.92% 7
2026
Q1 		$3.56M Buy
36,919
+1,363
+4% +$126K 3.44% 5
2025
Q4 		$3.1M Buy
+35,556
New +$3.25M 2.91% 7

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

High Point Wealth Management's SO Position: Q2 2026 in Review

High Point Wealth Management increased its Southern Company (SO) stake by 1.1% in Q2 2026, buying an estimated $39.5K and bringing the position to 37,339 shares worth $3.57M. The position accounts for 2.92% of the portfolio, ranked #7.

High Point Wealth Management first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • High Point Wealth Management held 37,339 shares of Southern Company worth $3.57M as of Q2 2026.
  • High Point Wealth Management bought 420 Southern Company shares in Q2 2026, an estimated $39.5K.
  • Southern Company made up 2.92% of High Point Wealth Management's portfolio in Q2 2026, its #7 holding.
  • High Point Wealth Management first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.