Maia Wealth’s Southern Company SO Stock Holding History

Maia 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	$844K	Buy	8,748 +3,061	+54%	+$283K	0.14%	159
2025 Q4	$526K	Buy	5,687 +577	+11%	+$52.7K	0.09%	210
2025 Q3	$464K	Buy	5,110 +2,088	+69%	+$195K	0.08%	219
2025 Q2	$278K	Buy	+3,022	New	+$271K	0.05%	265

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

Maia Wealth's SO Position: Q1 2026 in Review

Maia Wealth increased its Southern Company (SO) stake by 54% in Q1 2026, buying an estimated $283K and bringing the position to 8,748 shares worth $844K. The position accounts for 0.14% of the portfolio, ranked #159.

Maia Wealth first reported a position in SO in Q2 2025 and has held it in 4 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Maia Wealth held 8,748 shares of Southern Company worth $844K as of Q1 2026.
Maia Wealth bought 3,061 Southern Company shares in Q1 2026, an estimated $283K.
Southern Company made up 0.14% of Maia Wealth's portfolio in Q1 2026, its #159 holding.
Maia Wealth first reported a position in Southern Company in Q2 2025 and has held it in 4 quarters since.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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