MWM
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Modern Wealth Management’s Southern Company SO Stock Holding History

Modern 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 		$2.17M Buy
22,409
+1,007
+5% +$93.2K 0.04% 299
2025
Q4 		$1.87M Buy
21,402
+261
+1% +$23.8K 0.03% 303
2025
Q3 		$2M Buy
21,141
+50
+0.2% +$4.67K 0.04% 281
2025
Q2 		$1.94M Buy
21,091
+13,698
+185% +$1.23M 0.05% 267
2025
Q1 		$680K Sell
7,393
-1,556
-17% -$135K 0.02% 365
2024
Q4 		$737K Buy
8,949
+5,904
+194% +$518K 0.03% 301
2024
Q3 		$275K Sell
3,045
-242
-7% -$20.7K 0.02% 363
2024
Q2 		$255K Buy
3,287
+283
+9% +$21.4K 0.02% 338
2024
Q1 		$216K Buy
+3,004
New +$207K 0.02% 278

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

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

Modern Wealth Management increased its Southern Company (SO) stake by 4.7% in Q1 2026, buying an estimated $93.2K and bringing the position to 22,409 shares worth $2.17M. The position accounts for 0.04% of the portfolio, ranked #299.

Modern Wealth Management first reported a position in SO in Q1 2024 and has held it in 9 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Modern Wealth Management held 22,409 shares of Southern Company worth $2.17M as of Q1 2026.
  • Modern Wealth Management bought 1,007 Southern Company shares in Q1 2026, an estimated $93.2K.
  • Southern Company made up 0.04% of Modern Wealth Management's portfolio in Q1 2026, its #299 holding.
  • Modern Wealth Management first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.