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Jeppson Wealth Management’s Southern Company SO Stock Holding History

Jeppson 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 		$1.66M Sell
17,227
-115
-0.7% -$10.6K 0.52% 49
2025
Q4 		$1.51M Sell
17,342
-5
-0% -$456 0.48% 52
2025
Q3 		$1.64M Sell
17,347
-122
-0.7% -$11.4K 0.52% 49
2025
Q2 		$1.6M Sell
17,469
-34
-0.2% -$3.05K 0.55% 47
2025
Q1 		$1.61M Buy
17,503
+121
+0.7% +$10.5K 0.59% 46
2024
Q4 		$1.43M Buy
17,382
+90
+0.5% +$7.9K 0.52% 52
2024
Q3 		$1.56M Sell
17,292
-5
-0% -$427 0.56% 48
2024
Q2 		$1.34M Buy
17,297
+340
+2% +$25.8K 0.51% 53
2024
Q1 		$1.22M Sell
16,957
-8
-0% -$552 0.47% 61
2023
Q4 		$1.19M Buy
16,965
+5,394
+47% +$370K 0.49% 57
2023
Q3 		$749K Buy
11,571
+1,070
+10% +$74.3K 0.34% 79
2023
Q2 		$738K Sell
10,501
-150
-1% -$10.8K 0.32% 80
2023
Q1 		$741K Buy
10,651
+140
+1% +$9.43K 0.32% 76
2022
Q4 		$751K Buy
10,511
+5,877
+127% +$393K 0.32% 71
2022
Q3 		$315K Buy
4,634
+200
+5% +$15.2K 0.14% 130
2022
Q2 		$316K Buy
4,434
+1,650
+59% +$121K 0.14% 135
2022
Q1 		$201K Buy
+2,784
New +$189K 0.09% 164
2020
Q4 		– Sell
-2,750
Closed -$149K – 392
2020
Q3 		$149K Buy
+2,750
New +$147K 0.12% 139

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

Jeppson Wealth Management's SO Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Southern Company (SO) stake by 0.66% in Q1 2026, selling an estimated $10.6K and leaving 17,227 shares worth $1.66M. The position accounts for 0.52% of the portfolio, ranked #49.

Jeppson Wealth Management first reported a position in SO in Q3 2020 and has held it in 18 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Jeppson Wealth Management held 17,227 shares of Southern Company worth $1.66M as of Q1 2026.
  • Jeppson Wealth Management sold 115 Southern Company shares in Q1 2026, an estimated $10.6K.
  • Southern Company made up 0.52% of Jeppson Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Jeppson Wealth Management first reported a position in Southern Company in Q3 2020 and has held it in 18 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.