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Manske Wealth Management’s Southern Company SO Stock Holding History

Manske 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 		$444K Hold
4,642
– – 0.11% 148
2026
Q1 		$448K Sell
4,642
-65
-1% -$6.01K 0.13% 132
2025
Q4 		$410K Hold
4,707
– – 0.12% 131
2025
Q3 		$446K Sell
4,707
-170
-3% -$15.9K 0.14% 122
2025
Q2 		$448K Buy
4,877
+157
+3% +$14.1K 0.15% 116
2025
Q1 		$434K Sell
4,720
-230
-5% -$19.9K 0.16% 112
2024
Q4 		$407K Buy
+4,950
New +$434K 0.16% 111

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Manske Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 4,642 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #148.

Manske Wealth Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $448K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Manske Wealth Management held 4,642 shares of Southern Company worth $444K as of Q2 2026.
  • Manske Wealth Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.11% of Manske Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Manske Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Manske Wealth Management's Southern Company position peaked at $448K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.