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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
Q2 		$10.1K Buy
105
+44
+72% +$4.14K 0.01% 322
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 $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

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

IMG Wealth Management increased its Southern Company (SO) stake by 72% in Q2 2026, buying an estimated $4.14K and bringing the position to 105 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #322.

IMG Wealth Management first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $38.8K in Q3 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • IMG Wealth Management held 105 shares of Southern Company worth $10.1K as of Q2 2026.
  • IMG Wealth Management bought 44 Southern Company shares in Q2 2026, an estimated $4.14K.
  • Southern Company made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #322 holding.
  • IMG Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Southern Company position peaked at $38.8K in Q3 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.