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Mowery & Schoenfeld Wealth Management’s Southern Company SO Stock Holding History

Mowery & Schoenfeld 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 		$14.2K Hold
147
– – 0.02% 195
2025
Q4 		$12.8K Hold
147
– – 0.02% 219
2025
Q3 		$13.9K Hold
147
– – 0.02% 196
2025
Q2 		$13.5K Sell
147
-767
-84% -$68.9K 0.02% 198
2025
Q1 		$84K Buy
914
+746
+444% +$64.6K 0.16% 94
2024
Q4 		$13.8K Buy
+168
New +$14.7K 0.03% 198

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

Mowery & Schoenfeld Wealth Management's SO Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its Southern Company (SO) position steady in Q1 2026 at 147 shares worth $14.2K. The position accounts for 0.02% of the portfolio, ranked #195.

Mowery & Schoenfeld Wealth Management first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $84K in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 147 shares of Southern Company worth $14.2K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.02% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #195 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Mowery & Schoenfeld Wealth Management's Southern Company position peaked at $84K in Q1 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.