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Iams Wealth Management’s Southern Company SO Stock Holding History

Iams 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 		$627K Buy
6,552
+1,907
+41% +$180K 0.19% 133
2026
Q1 		$448K Buy
4,645
+394
+9% +$36.4K 0.16% 146
2025
Q4 		$371K Buy
4,251
+1,194
+39% +$109K 0.13% 143
2025
Q3 		$290K Buy
3,057
+856
+39% +$79.9K 0.12% 152
2025
Q2 		$202K Buy
+2,201
New +$198K 0.09% 165

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

Iams Wealth Management's SO Position: Q2 2026 in Review

Iams Wealth Management increased its Southern Company (SO) stake by 41% in Q2 2026, buying an estimated $180K and bringing the position to 6,552 shares worth $627K. The position accounts for 0.19% of the portfolio, ranked #133.

Iams Wealth Management first reported a position in SO in Q2 2025 and has held it in 5 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Iams Wealth Management held 6,552 shares of Southern Company worth $627K as of Q2 2026.
  • Iams Wealth Management bought 1,907 Southern Company shares in Q2 2026, an estimated $180K.
  • Southern Company made up 0.19% of Iams Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Iams Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.