JTWM
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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
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 $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

Jackson Thornton Wealth Management's SO Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Southern Company (SO) stake by 0.45% in Q1 2026, selling an estimated $4.44K and leaving 10,621 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #60.

Jackson Thornton Wealth Management first reported a position in SO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.28M in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Jackson Thornton Wealth Management held 10,621 shares of Southern Company worth $1.03M as of Q1 2026.
  • Jackson Thornton Wealth Management sold 48 Southern Company shares in Q1 2026, an estimated $4.44K.
  • Southern Company made up 0.09% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Jackson Thornton Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • Jackson Thornton Wealth Management's Southern Company position peaked at $1.28M in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.