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Maridea Wealth Management’s Southern Company SO Stock Holding History

Maridea 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 		$565K Buy
5,859
+2,312
+65% +$214K 0.08% 235
2025
Q4 		$309K Sell
3,547
-1,982
-36% -$181K 0.05% 328
2025
Q3 		$540K Sell
5,529
-10,911
-66% -$1.02M 0.08% 229
2025
Q2 		$1.51M Buy
+16,440
New +$1.48M 0.39% 60

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

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

Maridea Wealth Management increased its Southern Company (SO) stake by 65% in Q1 2026, buying an estimated $214K and bringing the position to 5,859 shares worth $565K. The position accounts for 0.08% of the portfolio, ranked #235.

Maridea Wealth Management first reported a position in SO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q2 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Maridea Wealth Management held 5,859 shares of Southern Company worth $565K as of Q1 2026.
  • Maridea Wealth Management bought 2,312 Southern Company shares in Q1 2026, an estimated $214K.
  • Southern Company made up 0.08% of Maridea Wealth Management's portfolio in Q1 2026, its #235 holding.
  • Maridea Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 4 quarters since.
  • Maridea Wealth Management's Southern Company position peaked at $1.51M in Q2 2025.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.