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Oak Harbor Wealth Partners’s Southern Company SO Stock Holding History

Oak Harbor Wealth Partners’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 		$1.92M Sell
20,015
-9,037
-31% -$851K 0.71% 39
2026
Q1 		$2.8M Buy
29,052
+689
+2% +$63.7K 0.66% 40
2025
Q4 		$2.47M Buy
28,363
+963
+4% +$87.9K 0.59% 39
2025
Q3 		$2.6M Buy
27,400
+578
+2% +$54K 0.64% 38
2025
Q2 		$2.46M Buy
26,822
+3,835
+17% +$344K 0.67% 35
2025
Q1 		$2.11M Buy
22,987
+4,658
+25% +$403K 0.6% 37
2024
Q4 		$1.51M Buy
18,329
+15
+0.1% +$1.32K 0.44% 60
2024
Q3 		$1.65M Sell
18,314
-1,246
-6% -$106K 0.47% 58
2024
Q2 		$1.52M Sell
19,560
-1,233
-6% -$93.4K 0.48% 55
2024
Q1 		$1.49M Buy
20,793
+19
+0.1% +$1.31K 0.46% 60
2023
Q4 		$1.46M Sell
20,774
-528
-2% -$36.3K 0.49% 58
2023
Q3 		$1.38M Buy
21,302
+19
+0.1% +$1.32K 0.49% 60
2023
Q2 		$1.5M Buy
21,283
+93
+0.4% +$6.67K 0.51% 55
2023
Q1 		$1.47M Sell
21,190
-260
-1% -$17.5K 0.54% 55
2022
Q4 		$1.53M Buy
21,450
+18
+0.1% +$1.2K 0.58% 50
2022
Q3 		$1.46M Buy
21,432
+15
+0.1% +$1.14K 0.57% 47
2022
Q2 		$1.53M Buy
21,417
+16
+0.1% +$1.18K 0.61% 47
2022
Q1 		$1.55M Buy
21,401
+17
+0.1% +$1.15K 0.51% 54
2021
Q4 		$1.47M Buy
+21,384
New +$1.36M 0.5% 51

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

Oak Harbor Wealth Partners's SO Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Southern Company (SO) stake by 31% in Q2 2026, selling an estimated $851K and leaving 20,015 shares worth $1.92M. The position accounts for 0.71% of the portfolio, ranked #39.

Oak Harbor Wealth Partners first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.8M in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Oak Harbor Wealth Partners held 20,015 shares of Southern Company worth $1.92M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 9,037 Southern Company shares in Q2 2026, an estimated $851K.
  • Southern Company made up 0.71% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Oak Harbor Wealth Partners first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's Southern Company position peaked at $2.8M in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.