Impact Partnership Wealth’s Southern Company SO Stock Holding History

Impact Partnership 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 Q2	$337K	Buy	+3,519	New	+$331K	0.03%	326
2025 Q1	–	Sell	-13,664	Closed	-$1.12M	–	336
2024 Q4	$1.12M	Buy	13,664 +10,494	+331%	+$921K	0.23%	49
2024 Q3	$286K	Buy	+3,170	New	+$271K	0.06%	179
2024 Q2	–	Sell	-200	Closed	-$14.3K	–	610
2024 Q1	$14.3K	Hold	200	–	–	0.01%	415
2023 Q4	$14K	Hold	200	–	–	0.01%	453
2023 Q3	$12.9K	Buy	200 +125	+167%	+$8.68K	﹤0.01%	549
2023 Q2	$5.27K	Buy	+75	New	+$5.38K	﹤0.01%	494

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Impact Partnership Wealth's SO Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Southern Company (SO) in Q2 2026: 3,519 shares worth $337K. The stake represents 0.03% of the portfolio and ranks #326 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in SO as recently as Q4 2024.

Impact Partnership Wealth first reported a position in SO in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.12M in Q4 2024. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Impact Partnership Wealth held 3,519 shares of Southern Company worth $337K as of Q2 2026.
Southern Company was a new Impact Partnership Wealth position in Q2 2026.
Southern Company made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #326 holding.
Impact Partnership Wealth first reported a position in Southern Company in Q2 2023 and has held it in 7 quarters since.
Impact Partnership Wealth's Southern Company position peaked at $1.12M in Q4 2024.
2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.