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MBL Wealth’s Southern Company SO Stock Holding History

MBL 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
Q2 		$576K Sell
6,020
-567
-9% -$53.4K 0.04% 194
2026
Q1 		$636K Sell
6,587
-101
-2% -$9.34K 0.05% 168
2025
Q4 		$583K Sell
6,688
-133
-2% -$12.1K 0.05% 167
2025
Q3 		$646K Buy
6,821
+1,445
+27% +$135K 0.06% 135
2025
Q2 		$494K Buy
5,376
+315
+6% +$28.3K 0.05% 142
2025
Q1 		$465K Buy
+5,061
New +$438K 0.05% 139

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

MBL Wealth's SO Position: Q2 2026 in Review

MBL Wealth reduced its Southern Company (SO) stake by 8.6% in Q2 2026, selling an estimated $53.4K and leaving 6,020 shares worth $576K. The position accounts for 0.04% of the portfolio, ranked #194.

MBL Wealth first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $646K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • MBL Wealth held 6,020 shares of Southern Company worth $576K as of Q2 2026.
  • MBL Wealth sold 567 Southern Company shares in Q2 2026, an estimated $53.4K.
  • Southern Company made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #194 holding.
  • MBL Wealth first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • MBL Wealth's Southern Company position peaked at $646K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.