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Measured Wealth Private Client Group’s Southern Company SO Stock Holding History

Measured Wealth Private Client Group’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 		$194K Hold
2,030
– – 0.05% 201
2026
Q1 		$196K Hold
2,030
– – 0.05% 188
2025
Q4 		$177K Sell
2,030
-24
-1% -$2.19K 0.05% 203
2025
Q3 		$195K Buy
+2,054
New +$192K 0.05% 182
2022
Q2 		– Sell
-2,897
Closed -$210K – 202
2022
Q1 		$210K Sell
2,897
-70
-2% -$4.74K 0.08% 163
2021
Q4 		$203K Buy
+2,967
New +$189K 0.07% 157
2021
Q2 		– Sell
-3,230
Closed -$201K – 169
2021
Q1 		$201K Buy
+3,230
New +$193K 0.07% 156
2020
Q4 		– Sell
-3,940
Closed -$214K – 140
2020
Q3 		$214K Sell
3,940
-322
-8% -$17.2K 0.1% 125
2020
Q2 		$221K Buy
4,262
+284
+7% +$15.8K 0.13% 99
2020
Q1 		$215K Sell
3,978
-2,730
-41% -$173K 0.17% 78
2019
Q4 		$427K Sell
6,708
-1,488
-18% -$92.2K 0.28% 54
2019
Q3 		$506K Sell
8,196
-8,527
-51% -$494K 0.33% 52
2019
Q2 		$924K Sell
16,723
-1,820
-10% -$97.4K 0.53% 36
2019
Q1 		$958K Buy
18,543
+3,542
+24% +$174K 0.59% 33
2018
Q4 		$659K Sell
15,001
-3,811
-20% -$173K 0.6% 31
2018
Q3 		$817K Buy
18,812
+410
+2% +$18.9K 0.49% 29
2018
Q2 		$852K Buy
+18,402
New +$824K 0.69% 27
2017
Q3 		$1.01M Buy
+20,486
New +$993K 1.38% 17

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

Measured Wealth Private Client Group's SO Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Southern Company (SO) position steady in Q2 2026 at 2,030 shares worth $194K. The position accounts for 0.05% of the portfolio, ranked #201.

Measured Wealth Private Client Group first reported a position in SO in Q3 2017 and has held it in 18 quarters since. The position peaked at $1.01M in Q3 2017. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Measured Wealth Private Client Group held 2,030 shares of Southern Company worth $194K as of Q2 2026.
  • Measured Wealth Private Client Group left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.05% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #201 holding.
  • Measured Wealth Private Client Group first reported a position in Southern Company in Q3 2017 and has held it in 18 quarters since.
  • Measured Wealth Private Client Group's Southern Company position peaked at $1.01M in Q3 2017.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.