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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
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 $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

Imprint Wealth's SO Position: Q1 2026 in Review

Imprint Wealth reduced its Southern Company (SO) stake by 50% in Q1 2026, selling an estimated $11.4K and leaving 121 shares worth $11.7K. The position accounts for 0.05% of the portfolio, ranked #112.

Imprint Wealth first reported a position in SO in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.59M in Q1 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Imprint Wealth held 121 shares of Southern Company worth $11.7K as of Q1 2026.
  • Imprint Wealth sold 123 Southern Company shares in Q1 2026, an estimated $11.4K.
  • Southern Company made up 0.05% of Imprint Wealth's portfolio in Q1 2026, its #112 holding.
  • Imprint Wealth first reported a position in Southern Company in Q1 2023 and has held it in 8 quarters since.
  • Imprint Wealth's Southern Company position peaked at $2.59M in Q1 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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