Meridian Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.36M | Buy |
55,960
+1,983
| +4% | +$187K | 0.17% | 120 |
|
|
2026
Q1 | $5.21M | Sell |
53,977
-293
| -0.5% | -$27.1K | 0.18% | 112 |
|
|
2025
Q4 | $4.73M | Buy |
54,270
+1,671
| +3% | +$153K | 0.17% | 112 |
|
|
2025
Q3 | $4.98M | Sell |
52,599
-4,665
| -8% | -$436K | 0.19% | 100 |
|
|
2025
Q2 | $5.26M | Buy |
57,264
+56
| +0.1% | +$5.03K | 0.22% | 100 |
|
|
2025
Q1 | $5.26M | Buy |
57,208
+4,949
| +9% | +$428K | 0.25% | 90 |
|
|
2024
Q4 | $4.3M | Buy |
52,259
+749
| +1% | +$65.7K | 0.2% | 104 |
|
|
2024
Q3 | $4.65M | Buy |
+51,510
| New | +$4.4M | 0.23% | 97 |
|
|
2024
Q1 | – | Sell |
-47,826
| Closed | -$3.35M | – | 476 |
|
|
2023
Q4 | $3.35M | Buy |
47,826
+34,813
| +268% | +$2.39M | 0.21% | 107 |
|
|
2023
Q3 | $842K | Sell |
13,013
-2,712
| -17% | -$188K | 0.05% | 266 |
|
|
2023
Q2 | $1.1M | Sell |
15,725
-432
| -3% | -$31K | 0.09% | 177 |
|
|
2023
Q1 | $1.12M | Sell |
16,157
-581
| -3% | -$39.1K | 0.1% | 188 |
|
|
2022
Q4 | $1.2M | Buy |
16,738
+549
| +3% | +$36.7K | 0.12% | 167 |
|
|
2022
Q3 | $1.1M | Sell |
16,189
-1,125
| -6% | -$85.2K | 0.12% | 172 |
|
|
2022
Q2 | $1.24M | Buy |
17,314
+2,232
| +15% | +$164K | 0.1% | 214 |
|
|
2022
Q1 | $1.09M | Sell |
15,082
-489
| -3% | -$33.1K | 0.12% | 148 |
|
|
2021
Q4 | $1.07M | Buy |
15,571
+521
| +3% | +$33.2K | 0.11% | 148 |
|
|
2021
Q3 | $933K | Buy |
15,050
+949
| +7% | +$61.1K | 0.12% | 155 |
|
|
2021
Q2 | $853K | Buy |
14,101
+2,272
| +19% | +$145K | 0.11% | 160 |
|
|
2021
Q1 | $735K | Buy |
11,829
+143
| +1% | +$8.56K | 0.11% | 167 |
|
|
2020
Q4 | $717K | Sell |
11,686
-275
| -2% | -$16.5K | 0.11% | 148 |
|
|
2020
Q3 | $648K | Buy |
11,961
+4,777
| +66% | +$255K | 0.16% | 124 |
|
|
2020
Q2 | $372K | Sell |
7,184
-83
| -1% | -$4.61K | 0.12% | 141 |
|
|
2020
Q1 | $393K | Buy |
7,267
+1,630
| +29% | +$103K | 0.17% | 129 |
|
|
2019
Q4 | $359K | Buy |
5,637
+284
| +5% | +$17.6K | 0.17% | 130 |
|
|
2019
Q3 | $331K | Sell |
5,353
-113
| -2% | -$6.55K | 0.16% | 135 |
|
|
2019
Q2 | $302K | Buy |
5,466
+663
| +14% | +$35.5K | 0.12% | 144 |
|
|
2019
Q1 | $248K | Buy |
+4,803
| New | +$235K | 0.11% | 161 |
|
|
2017
Q2 | – | Sell |
-4,172
| Closed | -$208K | – | 180 |
|
|
2017
Q1 | $208K | Buy |
+4,172
| New | +$206K | 0.12% | 157 |
|
Other funds holding SO
Meridian Wealth Management's SO Position: Q2 2026 in Review
Meridian Wealth Management increased its Southern Company (SO) stake by 3.7% in Q2 2026, buying an estimated $187K and bringing the position to 55,960 shares worth $5.36M. The position accounts for 0.17% of the portfolio, ranked #120.
Meridian Wealth Management first reported a position in SO in Q1 2017 and has held it in 29 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Meridian Wealth Management held 55,960 shares of Southern Company worth $5.36M as of Q2 2026.
- Meridian Wealth Management bought 1,983 Southern Company shares in Q2 2026, an estimated $187K.
- Southern Company made up 0.17% of Meridian Wealth Management's portfolio in Q2 2026, its #120 holding.
- Meridian Wealth Management first reported a position in Southern Company in Q1 2017 and has held it in 29 quarters since.
- 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.