Mosley Wealth Management’s Southern Company SO Stock Holding History

Mosley 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	$150K	Sell	1,564 -10,022	-87%	-$944K	0.05%	171
2026 Q1	$1.1M	Buy	11,586 +127	+1%	+$11.7K	0.5%	45
2025 Q4	$1.1M	Buy	+11,459	New	+$1.05M	0.5%	46
2024 Q4	$1M	Buy	12,100 +1,404	+13%	+$123K	0.62%	35
2024 Q3	$992K	Buy	10,696 +4,239	+66%	+$362K	0.68%	28
2024 Q2	$501K	Buy	6,457 +386	+6%	+$29.3K	0.43%	50
2024 Q1	$436K	Sell	6,071 -65	-1%	-$4.49K	0.41%	56
2023 Q4	$430K	Buy	+6,136	New	+$421K	0.42%	52

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Mosley Wealth Management reduced its Southern Company (SO) stake by 87% in Q2 2026, selling an estimated $944K and leaving 1,564 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #171.

Mosley Wealth Management first reported a position in SO in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2025. 1,533 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Mosley Wealth Management held 1,564 shares of Southern Company worth $150K as of Q2 2026.
Mosley Wealth Management sold 10,022 Southern Company shares in Q2 2026, an estimated $944K.
Southern Company made up 0.05% of Mosley Wealth Management's portfolio in Q2 2026, its #171 holding.
Mosley Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's Southern Company position peaked at $1.1M in Q4 2025.
1,533 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.