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McCarter Private Wealth Services’s Southern Company SO Stock Holding History

McCarter Private Wealth Services’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 		$550K Buy
5,695
+1,365
+32% +$126K 0.24% 89
2025
Q4 		$378K Buy
+4,330
New +$395K 0.17% 111

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

McCarter Private Wealth Services's SO Position: Q1 2026 in Review

McCarter Private Wealth Services increased its Southern Company (SO) stake by 32% in Q1 2026, buying an estimated $126K and bringing the position to 5,695 shares worth $550K. The position accounts for 0.24% of the portfolio, ranked #89.

McCarter Private Wealth Services first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • McCarter Private Wealth Services held 5,695 shares of Southern Company worth $550K as of Q1 2026.
  • McCarter Private Wealth Services bought 1,365 Southern Company shares in Q1 2026, an estimated $126K.
  • Southern Company made up 0.24% of McCarter Private Wealth Services's portfolio in Q1 2026, its #89 holding.
  • McCarter Private Wealth Services first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.