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Jamison Private Wealth Management’s Southern Company SO Stock Holding History

Jamison Private 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 		$12.8M Buy
134,208
+1,529
+1% +$144K 1.3% 22
2026
Q1 		$12.8M Buy
132,679
+2,261
+2% +$209K 1.56% 17
2025
Q4 		$11.4M Buy
130,418
+1,074
+0.8% +$98K 1.38% 22
2025
Q3 		$12.3M Buy
129,344
+2,308
+2% +$215K 1.55% 21
2025
Q2 		$11.7M Sell
127,036
-816
-0.6% -$73.3K 1.67% 16
2025
Q1 		$11.8M Buy
127,852
+464
+0.4% +$40.2K 1.79% 14
2024
Q4 		$10.5M Buy
127,388
+1,759
+1% +$154K 1.55% 17
2024
Q3 		$11.3M Buy
125,629
+3,414
+3% +$292K 1.72% 12
2024
Q2 		$9.48M Buy
122,215
+284
+0.2% +$21.5K 1.58% 17
2024
Q1 		$8.75M Buy
121,931
+1,674
+1% +$116K 1.48% 20
2023
Q4 		$8.43M Sell
120,257
-164
-0.1% -$11.3K 1.58% 16
2023
Q3 		$7.79M Buy
+120,421
New +$8.36M 1.61% 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

Jamison Private Wealth Management's SO Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Southern Company (SO) stake by 1.2% in Q2 2026, buying an estimated $144K and bringing the position to 134,208 shares worth $12.8M. The position accounts for 1.3% of the portfolio, ranked #22.

Jamison Private Wealth Management first reported a position in SO in Q3 2023 and has held it in 12 quarters since. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Jamison Private Wealth Management held 134,208 shares of Southern Company worth $12.8M as of Q2 2026.
  • Jamison Private Wealth Management bought 1,529 Southern Company shares in Q2 2026, an estimated $144K.
  • Southern Company made up 1.3% of Jamison Private Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Jamison Private Wealth Management first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.