HWP
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Highline Wealth Partners’s Southern Company SO Stock Holding History

Highline Wealth Partners’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 		$303K Buy
3,165
+2,469
+355% +$232K 0.06% 92
2026
Q1 		$67.2K Sell
696
-1
-0.1% -$93 0.02% 145
2025
Q4 		$60.8K Sell
697
-14,970
-96% -$1.37M 0.02% 124
2025
Q3 		$1.48M Buy
15,667
+106
+0.7% +$9.9K 0.4% 47
2025
Q2 		$1.43M Buy
15,561
+1
+0% +$90 0.42% 48
2025
Q1 		$1.43M Buy
15,560
+252
+2% +$21.8K 0.48% 46
2024
Q4 		$1.26M Buy
15,308
+113
+0.7% +$9.91K 0.41% 49
2024
Q3 		$1.37M Buy
15,195
+16
+0.1% +$1.37K 0.46% 48
2024
Q2 		$1.18M Buy
15,179
+7
+0% +$530 0.44% 50
2024
Q1 		$1.09M Buy
15,172
+1
+0% +$69 0.44% 53
2023
Q4 		$1.06M Buy
15,171
+110
+0.7% +$7.55K 0.52% 52
2023
Q3 		$975K Hold
15,061
– – 0.6% 46
2023
Q2 		$1.06M Hold
15,061
– – 0.67% 41
2023
Q1 		$1.05M Hold
15,061
– – 0.72% 41
2022
Q4 		$1.08M Hold
15,061
– – 0.79% 36
2022
Q3 		$1.02M Buy
+15,061
New +$1.14M 0.83% 32

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Highline Wealth Partners's SO Position: Q2 2026 in Review

Highline Wealth Partners increased its Southern Company (SO) stake by 355% in Q2 2026, buying an estimated $232K and bringing the position to 3,165 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #92.

Highline Wealth Partners first reported a position in SO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.48M in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Highline Wealth Partners held 3,165 shares of Southern Company worth $303K as of Q2 2026.
  • Highline Wealth Partners bought 2,469 Southern Company shares in Q2 2026, an estimated $232K.
  • Southern Company made up 0.06% of Highline Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • Highline Wealth Partners first reported a position in Southern Company in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Southern Company position peaked at $1.48M in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.