Inman Jager Wealth Management’s Southern Company SO Stock Holding History

Inman Jager 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	$2.55M	Buy	26,379 +1,412	+6%	+$131K	1.49%	21
2025 Q4	$2.18M	Buy	24,967 +1,778	+8%	+$162K	1.33%	23
2025 Q3	$2.2M	Sell	23,189 -982	-4%	-$91.7K	1.4%	19
2025 Q2	$2.22M	Buy	24,171 +485	+2%	+$43.6K	1.5%	17
2025 Q1	$2.18M	Sell	23,686 -228	-1%	-$19.7K	1.63%	14
2024 Q4	$1.97M	Buy	+23,914	New	+$2.1M	1.53%	16

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Inman Jager Wealth Management's SO Position: Q1 2026 in Review

Inman Jager Wealth Management increased its Southern Company (SO) stake by 5.7% in Q1 2026, buying an estimated $131K and bringing the position to 26,379 shares worth $2.55M. The position accounts for 1.49% of the portfolio, ranked #21.

Inman Jager Wealth Management first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Inman Jager Wealth Management held 26,379 shares of Southern Company worth $2.55M as of Q1 2026.
Inman Jager Wealth Management bought 1,412 Southern Company shares in Q1 2026, an estimated $131K.
Southern Company made up 1.49% of Inman Jager Wealth Management's portfolio in Q1 2026, its #21 holding.
Inman Jager Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.