HORAN Wealth
SO icon

HORAN Wealth’s Southern Company SO Stock Holding History

HORAN 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
Q3 		$367K Buy
4,432
+1,735
+64% +$158K 0.04% 209
2026
Q2 		$258K Sell
2,697
-3,219
-54% -$303K 0.03% 190
2026
Q1 		$523K Buy
5,916
+3,003
+103% +$278K 0.05% 137
2025
Q4 		$254K Sell
2,913
-92
-3% -$8.4K 0.04% 155
2025
Q3 		$285K Buy
+3,005
New +$281K 0.04% 158

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HORAN Wealth's SO Position: Q3 2026 in Review

HORAN Wealth increased its Southern Company (SO) stake by 64% in Q3 2026, buying an estimated $158K and bringing the position to 4,432 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #209.

HORAN Wealth first reported a position in SO in Q3 2025 and has held it in 5 quarters since. The position peaked at $523K in Q1 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • HORAN Wealth held 4,432 shares of Southern Company worth $367K as of Q3 2026.
  • HORAN Wealth bought 1,735 Southern Company shares in Q3 2026, an estimated $158K.
  • Southern Company made up 0.04% of HORAN Wealth's portfolio in Q3 2026, its #209 holding.
  • HORAN Wealth first reported a position in Southern Company in Q3 2025 and has held it in 5 quarters since.
  • HORAN Wealth's Southern Company position peaked at $523K in Q1 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.