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Modera Wealth Management’s Southern Company SO Stock Holding History

Modera 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 		$1.17M Buy
12,104
+1,847
+18% +$171K 0.01% 309
2025
Q4 		$894K Buy
10,257
+150
+1% +$13.7K 0.01% 349
2025
Q3 		$958K Sell
10,107
-371
-4% -$34.6K 0.01% 346
2025
Q2 		$962K Sell
10,478
-287
-3% -$25.8K 0.01% 337
2025
Q1 		$990K Sell
10,765
-1,148
-10% -$99.4K 0.01% 325
2024
Q4 		$981K Buy
11,913
+2,974
+33% +$261K 0.01% 330
2024
Q3 		$806K Sell
8,939
-109
-1% -$9.31K 0.01% 342
2024
Q2 		$702K Buy
9,048
+124
+1% +$9.4K 0.01% 340
2024
Q1 		$640K Buy
8,924
+29
+0.3% +$2K 0.01% 362
2023
Q4 		$624K Sell
8,895
-874
-9% -$60K 0.01% 345
2023
Q3 		$632K Sell
9,769
-6,383
-40% -$443K 0.01% 331
2023
Q2 		$1.13M Buy
16,152
+12,025
+291% +$862K 0.02% 280
2023
Q1 		$287K Sell
4,127
-794
-16% -$53.5K 0.01% 291
2022
Q4 		$351K Sell
4,921
-577
-10% -$38.6K 0.01% 256
2022
Q3 		$374K Sell
5,498
-541
-9% -$41K 0.02% 216
2022
Q2 		$431K Buy
6,039
+1,131
+23% +$83K 0.02% 212
2022
Q1 		$356K Buy
4,908
+793
+19% +$53.7K 0.02% 254
2021
Q4 		$282K Buy
4,115
+43
+1% +$2.74K 0.01% 440
2021
Q3 		$252K Buy
4,072
+418
+11% +$26.9K 0.01% 234
2021
Q2 		$221K Buy
3,654
+4
+0.1% +$256 0.01% 226
2021
Q1 		$226K Sell
3,650
-72
-2% -$4.31K 0.01% 204
2020
Q4 		$228K Buy
+3,722
New +$224K 0.02% 210
2020
Q1 		– Sell
-3,132
Closed -$200K – 161
2019
Q4 		$200K Sell
3,132
-126
-4% -$7.81K 0.03% 145
2019
Q3 		$201K Buy
+3,258
New +$189K 0.03% 140
2016
Q2 		– Sell
-8,165
Closed -$422K – 117
2016
Q1 		$422K Buy
8,165
+34
+0.4% +$1.66K 0.15% 60
2015
Q4 		$380K Buy
+8,131
New +$369K 0.15% 49

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

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

Modera Wealth Management increased its Southern Company (SO) stake by 18% in Q1 2026, buying an estimated $171K and bringing the position to 12,104 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #309.

Modera Wealth Management first reported a position in SO in Q4 2015 and has held it in 26 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Modera Wealth Management held 12,104 shares of Southern Company worth $1.17M as of Q1 2026.
  • Modera Wealth Management bought 1,847 Southern Company shares in Q1 2026, an estimated $171K.
  • Southern Company made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #309 holding.
  • Modera Wealth Management first reported a position in Southern Company in Q4 2015 and has held it in 26 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

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