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
Q2 		$3.19M Buy
33,350
+10,941
+49% +$1.03M 0.04% 314
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 $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 $3.38T AUM 44.17% 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

Modern Wealth Management's SO Position: Q2 2026 in Review

Modern Wealth Management increased its Southern Company (SO) stake by 49% in Q2 2026, buying an estimated $1.03M and bringing the position to 33,350 shares worth $3.19M. The position accounts for 0.04% of the portfolio, ranked #314.

Modern Wealth Management first reported a position in SO in Q1 2024 and has held it in 10 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Modern Wealth Management held 33,350 shares of Southern Company worth $3.19M as of Q2 2026.
  • Modern Wealth Management bought 10,941 Southern Company shares in Q2 2026, an estimated $1.03M.
  • Southern Company made up 0.04% of Modern Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Modern Wealth Management first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.