Obermeyer Wealth Partners’s Southern Company SO Stock Holding History

Obermeyer 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	$205K	Hold	2,139	–	–	0.01%	296
2026 Q1	$206K	Buy	+2,139	New	+$198K	0.01%	290
2017 Q3	–	Sell	-7,575	Closed	-$363K	–	126
2017 Q2	$363K	Buy	7,575 +500	+7%	+$25.1K	0.03%	89
2017 Q1	$352K	Buy	7,075 +700	+11%	+$34.6K	0.03%	96
2016 Q4	$314K	Hold	6,375	–	–	0.03%	102
2016 Q3	$327K	Buy	6,375 +500	+9%	+$26.3K	0.03%	98
2016 Q2	$315K	Hold	5,875	–	–	0.03%	98
2016 Q1	$304K	Sell	5,875 -6,207	-51%	-$302K	0.03%	100
2015 Q4	$566K	Buy	12,082 +5,637	+87%	+$256K	0.05%	66
2015 Q3	$288K	Sell	6,445 -415	-6%	-$18.2K	0.03%	99
2015 Q2	$287K	Buy	6,860 +500	+8%	+$21.8K	0.02%	108
2015 Q1	$282K	Sell	6,360 -345	-5%	-$16.4K	0.02%	119
2014 Q4	$329K	Buy	6,705 +1,045	+18%	+$49.3K	0.03%	113
2014 Q3	$247K	Buy	5,660 +340	+6%	+$14.9K	0.06%	53
2014 Q2	$241K	Hold	5,320	–	–	0.06%	54
2014 Q1	$234K	Hold	5,320	–	–	0.06%	50
2013 Q4	$219K	Hold	5,320	–	–	0.06%	56
2013 Q3	$219K	Hold	5,320	–	–	0.06%	55
2013 Q2	$235K	Buy	+5,320	New	+$245K	0.07%	51

Other funds holding SO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Obermeyer Wealth Partners's SO Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Southern Company (SO) position steady in Q2 2026 at 2,139 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #296.

Obermeyer Wealth Partners first reported a position in SO in Q2 2013 and has held it in 19 quarters since. The position peaked at $566K in Q4 2015. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Obermeyer Wealth Partners held 2,139 shares of Southern Company worth $205K as of Q2 2026.
Obermeyer Wealth Partners left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #296 holding.
Obermeyer Wealth Partners first reported a position in Southern Company in Q2 2013 and has held it in 19 quarters since.
Obermeyer Wealth Partners's Southern Company position peaked at $566K in Q4 2015.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.