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IAG Wealth Partners’s Southern Company SO Stock Holding History

IAG 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
Q1 		$89.4K Hold
926
– – 0.01% 175
2025
Q4 		$80.7K Sell
926
-48
-5% -$4.38K 0.01% 173
2025
Q3 		$92.3K Sell
974
-100
-9% -$9.34K 0.01% 165
2025
Q2 		$98.6K Hold
1,074
– – 0.01% 150
2025
Q1 		$98.7K Hold
1,074
– – 0.02% 146
2024
Q4 		$88.4K Buy
1,074
+256
+31% +$22.5K 0.02% 144
2024
Q3 		$73.8K Hold
818
– – 0.01% 158
2024
Q2 		$63.4K Hold
818
– – 0.01% 158
2024
Q1 		$58.7K Hold
818
– – 0.01% 156
2023
Q4 		$57.4K Buy
818
+611
+295% +$42K 0.01% 150
2023
Q3 		$13.4K Hold
207
– – ﹤0.01% 267
2023
Q2 		$14.5K Hold
207
– – ﹤0.01% 272
2023
Q1 		$14.4K Sell
207
-335
-62% -$22.6K ﹤0.01% 263
2022
Q4 		$38.7K Sell
542
-518
-49% -$34.6K 0.01% 160
2022
Q3 		$72K Sell
1,060
-2,373
-69% -$180K 0.02% 101
2022
Q2 		$245K Hold
3,433
– – 0.08% 56
2022
Q1 		$249K Hold
3,433
– – 0.08% 57
2021
Q4 		$235K Buy
3,433
+2,826
+466% +$180K 0.08% 55
2021
Q3 		$38K Hold
607
– – 0.01% 143
2021
Q2 		$37K Buy
607
+145
+31% +$9.27K 0.01% 146
2021
Q1 		$29K Buy
462
+255
+123% +$15.3K 0.01% 155
2020
Q4 		$13K Hold
207
– – 0.01% 219
2020
Q3 		$12K Buy
207
+185
+841% +$9.89K 0.01% 210
2020
Q2 		$2K Sell
22
-26
-54% -$1.45K ﹤0.01% 369
2020
Q1 		$3K Hold
48
– – ﹤0.01% 313
2019
Q4 		$4K Buy
+48
New +$2.98K ﹤0.01% 331

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

IAG Wealth Partners's SO Position: Q1 2026 in Review

IAG Wealth Partners held its Southern Company (SO) position steady in Q1 2026 at 926 shares worth $89.4K. The position accounts for 0.01% of the portfolio, ranked #175.

IAG Wealth Partners first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $249K in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • IAG Wealth Partners held 926 shares of Southern Company worth $89.4K as of Q1 2026.
  • IAG Wealth Partners left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #175 holding.
  • IAG Wealth Partners first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Southern Company position peaked at $249K in Q1 2022.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.