LWM
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Level Wealth Management’s Southern Company SO Stock Holding History

Level 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 		$410K Buy
4,251
+76
+2% +$7.03K 0.19% 36
2025
Q4 		$364K Buy
4,175
+1
+0% +$91 0.19% 40
2025
Q3 		$396K Buy
4,174
+2
+0% +$187 0.21% 40
2025
Q2 		$383K Hold
4,172
– – 0.22% 42
2025
Q1 		$384K Hold
4,172
– – 0.25% 35
2024
Q4 		$343K Buy
+4,172
New +$366K 0.24% 38

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

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

Level Wealth Management increased its Southern Company (SO) stake by 1.8% in Q1 2026, buying an estimated $7.03K and bringing the position to 4,251 shares worth $410K. The position accounts for 0.19% of the portfolio, ranked #36.

Level Wealth Management first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Level Wealth Management held 4,251 shares of Southern Company worth $410K as of Q1 2026.
  • Level Wealth Management bought 76 Southern Company shares in Q1 2026, an estimated $7.03K.
  • Southern Company made up 0.19% of Level Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Level Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.