HighMark Wealth Management’s Southern Company SO Stock Holding History

HighMark 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 Q1	$60.1K	Hold	623	–	–	0.02%	144
2025 Q4	$54.3K	Buy	623 +1	+0.2%	+$91	0.02%	162
2025 Q3	$58.9K	Hold	622	–	–	0.03%	144
2025 Q2	$57.1K	Hold	622	–	–	0.03%	147
2025 Q1	$57.2K	Hold	622	–	–	0.03%	120
2024 Q4	$51.2K	Sell	622 -95	-13%	-$8.34K	0.03%	128
2024 Q3	$64.7K	Hold	717	–	–	0.04%	129
2024 Q2	$55.6K	Buy	717 +1	+0.1%	+$76	0.03%	127
2024 Q1	$51.4K	Buy	716 +1	+0.1%	+$69	0.03%	134
2023 Q4	$50.1K	Buy	715 +94	+15%	+$6.46K	0.04%	131
2023 Q3	$40.2K	Sell	621 -100	-14%	-$6.94K	0.03%	131
2023 Q2	$50.7K	Hold	721	–	–	0.04%	116
2023 Q1	$50.2K	Buy	721 +3	+0.4%	+$202	0.04%	135
2022 Q4	$51.3K	Hold	718	–	–	0.04%	100
2022 Q3	$49K	Hold	718	–	–	0.04%	97
2022 Q2	$51K	Hold	718	–	–	0.04%	100
2022 Q1	$52K	Hold	718	–	–	0.03%	108
2021 Q4	$49K	Hold	718	–	–	0.03%	121
2021 Q3	$44K	Hold	718	–	–	0.03%	123
2021 Q2	$43K	Hold	718	–	–	0.03%	128
2021 Q1	$45K	Hold	718	–	–	0.04%	105
2020 Q4	$44K	Hold	718	–	–	0.04%	102
2020 Q3	$39K	Hold	718	–	–	0.04%	118
2020 Q2	$37K	Hold	718	–	–	0.04%	90
2020 Q1	$38K	Buy	718 +1	+0.1%	+$63	0.05%	80
2019 Q4	$45K	Buy	+717	New	+$44.4K	0.05%	86

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HighMark Wealth Management's SO Position: Q1 2026 in Review

HighMark Wealth Management held its Southern Company (SO) position steady in Q1 2026 at 623 shares worth $60.1K. The position accounts for 0.02% of the portfolio, ranked #144.

HighMark Wealth Management first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $64.7K in Q3 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

HighMark Wealth Management held 623 shares of Southern Company worth $60.1K as of Q1 2026.
HighMark Wealth Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.02% of HighMark Wealth Management's portfolio in Q1 2026, its #144 holding.
HighMark Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
HighMark Wealth Management's Southern Company position peaked at $64.7K in Q3 2024.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.