JPL Wealth Management’s Southern Company SO Stock Holding History

JPL 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	$3.49M	Sell	36,423 -1,055	-3%	-$99.3K	0.69%	53
2026 Q1	$3.62M	Buy	37,478 +191	+0.5%	+$17.7K	0.83%	46
2025 Q4	$3.25M	Sell	37,287 -2,675	-7%	-$244K	0.79%	52
2025 Q3	$3.79M	Buy	39,962 +19	+0%	+$1.77K	0.9%	45
2025 Q2	$3.67M	Buy	39,943 +127	+0.3%	+$11.4K	0.99%	46
2025 Q1	$3.66M	Buy	39,816 +1,466	+4%	+$127K	1.04%	41
2024 Q4	$3.16M	Buy	+38,350	New	+$3.36M	0.9%	50
2024 Q2	$2.23M	Buy	28,796 +1,234	+4%	+$93.5K	1.09%	39
2024 Q1	$1.98M	Buy	27,562 +4,287	+18%	+$296K	1.09%	44
2023 Q4	$1.63M	Buy	+23,275	New	+$1.6M	1.18%	32

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JPL Wealth Management's SO Position: Q2 2026 in Review

JPL Wealth Management reduced its Southern Company (SO) stake by 2.8% in Q2 2026, selling an estimated $99.3K and leaving 36,423 shares worth $3.49M. The position accounts for 0.69% of the portfolio, ranked #53.

JPL Wealth Management first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.79M in Q3 2025. 2,358 funds tracked by Wall St. Rank hold SO as of Q2 2026.

JPL Wealth Management held 36,423 shares of Southern Company worth $3.49M as of Q2 2026.
JPL Wealth Management sold 1,055 Southern Company shares in Q2 2026, an estimated $99.3K.
Southern Company made up 0.69% of JPL Wealth Management's portfolio in Q2 2026, its #53 holding.
JPL Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's Southern Company position peaked at $3.79M in Q3 2025.
2,358 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.