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Imprint Wealth’s Southern Company SO Stock Holding History

Imprint 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 		$11.6K Hold
121
– – 0.05% 125
2026
Q1 		$11.7K Sell
121
-123
-50% -$11.4K 0.05% 112
2025
Q4 		$21.3K Buy
244
+144
+144% +$13.1K 0.1% 90
2025
Q3 		$9.48K Buy
+100
New +$9.34K 0.03% 200
2024
Q1 		$2.59M Buy
36,371
+8,468
+30% +$585K 0.63% 37
2023
Q4 		$1.96M Sell
27,903
-425
-2% -$29.2K 1.57% 13
2023
Q3 		$1.83M Buy
28,328
+579
+2% +$40.2K 1.55% 12
2023
Q2 		$1.95M Sell
27,749
-5,068
-15% -$363K 1.23% 18
2023
Q1 		$2.28M Buy
+32,817
New +$2.21M 1.5% 14

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

Imprint Wealth's SO Position: Q2 2026 in Review

Imprint Wealth held its Southern Company (SO) position steady in Q2 2026 at 121 shares worth $11.6K. The position accounts for 0.05% of the portfolio, ranked #125.

Imprint Wealth first reported a position in SO in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.59M in Q1 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Imprint Wealth held 121 shares of Southern Company worth $11.6K as of Q2 2026.
  • Imprint Wealth left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.05% of Imprint Wealth's portfolio in Q2 2026, its #125 holding.
  • Imprint Wealth first reported a position in Southern Company in Q1 2023 and has held it in 9 quarters since.
  • Imprint Wealth's Southern Company position peaked at $2.59M in Q1 2024.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.