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IMG Wealth Management’s Southern Company SO Stock Holding History

IMG 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 		$5.89K Sell
61
-361
-86% -$33.4K ﹤0.01% 358
2025
Q4 		$36.8K Buy
422
+13
+3% +$1.19K 0.02% 186
2025
Q3 		$38.8K Hold
409
– – 0.03% 161
2025
Q2 		$37.6K Buy
+409
New +$36.7K 0.03% 163

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

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

IMG Wealth Management reduced its Southern Company (SO) stake by 86% in Q1 2026, selling an estimated $33.4K and leaving 61 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

IMG Wealth Management first reported a position in SO in Q2 2025 and has held it in 4 quarters since. The position peaked at $38.8K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • IMG Wealth Management held 61 shares of Southern Company worth $5.89K as of Q1 2026.
  • IMG Wealth Management sold 361 Southern Company shares in Q1 2026, an estimated $33.4K.
  • Southern Company made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #358 holding.
  • IMG Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Southern Company position peaked at $38.8K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.