Magnolia Wealth Management’s Southern Company SO Stock Holding History

Magnolia 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	$350K	Sell	3,659 -209	-5%	-$19.7K	0.18%	11
2026 Q1	$373K	Buy	3,868 +212	+6%	+$19.6K	0.22%	10
2025 Q4	$319K	Buy	3,656 +164	+5%	+$15K	0.19%	12
2025 Q3	$331K	Buy	3,492 +150	+4%	+$14K	0.2%	10
2025 Q2	$307K	Buy	3,342 +41	+1%	+$3.68K	0.2%	10
2025 Q1	$304K	Hold	3,301	–	–	0.22%	9
2024 Q4	$272K	Buy	3,301 +275	+9%	+$24.1K	0.19%	11
2024 Q3	$273K	Hold	3,026	–	–	0.19%	11
2024 Q2	$235K	Sell	3,026 -3,026	-50%	-$229K	0.18%	11
2024 Q1	$432K	Buy	6,052 +3,026	+100%	+$209K	0.18%	13
2023 Q4	$212K	Buy	+3,026	New	+$208K	0.18%	11

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

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

Magnolia Wealth Management reduced its Southern Company (SO) stake by 5.4% in Q2 2026, selling an estimated $19.7K and leaving 3,659 shares worth $350K. The position accounts for 0.18% of the portfolio, ranked #11.

Magnolia Wealth Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $432K in Q1 2024. 2,343 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Magnolia Wealth Management held 3,659 shares of Southern Company worth $350K as of Q2 2026.
Magnolia Wealth Management sold 209 Southern Company shares in Q2 2026, an estimated $19.7K.
Southern Company made up 0.18% of Magnolia Wealth Management's portfolio in Q2 2026, its #11 holding.
Magnolia Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Magnolia Wealth Management's Southern Company position peaked at $432K in Q1 2024.
2,343 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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