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Jackson Thornton Wealth Management’s Southern Company SO Stock Holding History

Jackson Thornton 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 		$1.21M Buy
12,664
+2,043
+19% +$192K 0.1% 61
2026
Q1 		$1.03M Sell
10,621
-48
-0.4% -$4.44K 0.09% 60
2025
Q4 		$934K Buy
10,669
+4,394
+70% +$401K 0.09% 62
2025
Q3 		$604K Sell
6,275
-7,705
-55% -$719K 0.06% 77
2025
Q2 		$1.28M Buy
13,980
+43
+0.3% +$3.86K 0.15% 34
2025
Q1 		$1.28M Buy
13,937
+34
+0.2% +$2.94K 0.17% 33
2024
Q4 		$1.14M Buy
13,903
+3,237
+30% +$284K 0.14% 32
2024
Q3 		$962K Buy
10,666
+3
+0% +$256 0.13% 31
2024
Q2 		$827K Buy
10,663
+2
+0% +$152 0.13% 30
2024
Q1 		$765K Buy
10,661
+15
+0.1% +$1.03K 0.13% 26
2023
Q4 		$746K Sell
10,646
-17
-0.2% -$1.17K 0.14% 22
2023
Q3 		$690K Sell
10,663
-11
-0.1% -$763 0.14% 20
2023
Q2 		$750K Buy
10,674
+80
+0.8% +$5.74K 0.15% 19
2023
Q1 		$737K Buy
10,594
+14
+0.1% +$943 0.17% 18
2022
Q4 		$756K Sell
10,580
-384
-4% -$25.7K 0.18% 15
2022
Q3 		$746K Buy
10,964
+223
+2% +$16.9K 0.2% 16
2022
Q2 		$766K Buy
10,741
+51
+0.5% +$3.75K 0.22% 12
2022
Q1 		$775K Buy
10,690
+227
+2% +$15.4K 0.2% 11
2021
Q4 		$718K Buy
+10,463
New +$667K 0.21% 9

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

Jackson Thornton Wealth Management's SO Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Southern Company (SO) stake by 19% in Q2 2026, buying an estimated $192K and bringing the position to 12,664 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #61.

Jackson Thornton Wealth Management first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.28M in Q1 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Jackson Thornton Wealth Management held 12,664 shares of Southern Company worth $1.21M as of Q2 2026.
  • Jackson Thornton Wealth Management bought 2,043 Southern Company shares in Q2 2026, an estimated $192K.
  • Southern Company made up 0.1% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Jackson Thornton Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Jackson Thornton Wealth Management's Southern Company position peaked at $1.28M in Q1 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.