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NewEdge Wealth’s Southern Company SO Stock Holding History

NewEdge Wealth’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 		$1.33M Buy
13,889
+3,582
+35% +$337K 0.01% 578
2026
Q1 		$995K Sell
10,307
-7,327
-42% -$678K 0.01% 627
2025
Q4 		$1.54M Buy
17,634
+8,088
+85% +$738K 0.02% 520
2025
Q3 		$873K Sell
9,546
-4,255
-31% -$397K 0.01% 595
2025
Q2 		$1.32M Buy
+13,801
New +$1.24M 0.02% 467
2022
Q3 		– Sell
-19,536
Closed -$1.39M – 591
2022
Q2 		$1.39M Buy
+19,536
New +$1.43M 0.06% 239

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 $3.37T AUM 44.26% 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

NewEdge Wealth's SO Position: Q2 2026 in Review

NewEdge Wealth increased its Southern Company (SO) stake by 35% in Q2 2026, buying an estimated $337K and bringing the position to 13,889 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #578.

NewEdge Wealth first reported a position in SO in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.54M in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • NewEdge Wealth held 13,889 shares of Southern Company worth $1.33M as of Q2 2026.
  • NewEdge Wealth bought 3,582 Southern Company shares in Q2 2026, an estimated $337K.
  • Southern Company made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #578 holding.
  • NewEdge Wealth first reported a position in Southern Company in Q2 2022 and has held it in 6 quarters since.
  • NewEdge Wealth's Southern Company position peaked at $1.54M in Q4 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.