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Meridian Wealth Management’s Southern Company SO Stock Holding History

Meridian Wealth Management’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 		$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 		$3.02K 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

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

Meridian Wealth Management's SO Position: Q1 2026 in Review

Meridian Wealth Management reduced its Southern Company (SO) stake by 0.54% in Q1 2026, selling an estimated $27.1K and leaving 53,977 shares worth $5.21M. The position accounts for 0.18% of the portfolio, ranked #112.

Meridian Wealth Management first reported a position in SO in Q1 2017 and has held it in 28 quarters since. The position peaked at $5.26M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Meridian Wealth Management held 53,977 shares of Southern Company worth $5.21M as of Q1 2026.
  • Meridian Wealth Management sold 293 Southern Company shares in Q1 2026, an estimated $27.1K.
  • Southern Company made up 0.18% of Meridian Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Meridian Wealth Management first reported a position in Southern Company in Q1 2017 and has held it in 28 quarters since.
  • Meridian Wealth Management's Southern Company position peaked at $5.26M in Q1 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.