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Journey Strategic Wealth’s Southern Company SO Stock Holding History

Journey Strategic Wealth’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 		$700K Buy
7,251
+1,697
+31% +$157K 0.02% 265
2025
Q4 		$484K Sell
5,554
-5,266
-49% -$481K 0.01% 319
2025
Q3 		$1.03M Buy
10,820
+248
+2% +$23.2K 0.03% 163
2025
Q2 		$971K Buy
10,572
+4,904
+87% +$440K 0.03% 171
2025
Q1 		$521K Buy
5,668
+728
+15% +$63K 0.02% 221
2024
Q4 		$407K Buy
4,940
+7
+0.1% +$614 0.02% 262
2024
Q3 		$445K Buy
+4,933
New +$421K 0.02% 239

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

Journey Strategic Wealth's SO Position: Q1 2026 in Review

Journey Strategic Wealth increased its Southern Company (SO) stake by 31% in Q1 2026, buying an estimated $157K and bringing the position to 7,251 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #265.

Journey Strategic Wealth first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q3 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Journey Strategic Wealth held 7,251 shares of Southern Company worth $700K as of Q1 2026.
  • Journey Strategic Wealth bought 1,697 Southern Company shares in Q1 2026, an estimated $157K.
  • Southern Company made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #265 holding.
  • Journey Strategic Wealth first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's Southern Company position peaked at $1.03M in Q3 2025.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.