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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
Q2 		$636K Buy
6,647
+952
+17% +$89.6K 0.22% 98
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 $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

McCarter Private Wealth Services's SO Position: Q2 2026 in Review

McCarter Private Wealth Services increased its Southern Company (SO) stake by 17% in Q2 2026, buying an estimated $89.6K and bringing the position to 6,647 shares worth $636K. The position accounts for 0.22% of the portfolio, ranked #98.

McCarter Private Wealth Services first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • McCarter Private Wealth Services held 6,647 shares of Southern Company worth $636K as of Q2 2026.
  • McCarter Private Wealth Services bought 952 Southern Company shares in Q2 2026, an estimated $89.6K.
  • Southern Company made up 0.22% of McCarter Private Wealth Services's portfolio in Q2 2026, its #98 holding.
  • McCarter Private Wealth Services first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.