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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JPL Wealth Management increased its Southern Company (SO) stake by 0.51% in Q1 2026, buying an estimated $17.7K and bringing the position to 37,478 shares worth $3.62M. The position accounts for 0.83% of the portfolio, ranked #46.

JPL Wealth Management first reported a position in SO in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.79M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

JPL Wealth Management held 37,478 shares of Southern Company worth $3.62M as of Q1 2026.
JPL Wealth Management bought 191 Southern Company shares in Q1 2026, an estimated $17.7K.
Southern Company made up 0.83% of JPL Wealth Management's portfolio in Q1 2026, its #46 holding.
JPL Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's Southern Company position peaked at $3.79M in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.