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OneAscent Wealth Management’s Southern Company SO Stock Holding History

OneAscent 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 		$3.5M Sell
36,274
-1,123
-3% -$104K 1.16% 12
2025
Q4 		$3.26M Sell
37,397
-1,855
-5% -$169K 1.09% 14
2025
Q3 		$3.72M Sell
39,252
-41
-0.1% -$3.83K 1.25% 14
2025
Q2 		$3.61M Buy
39,293
+6,063
+18% +$545K 1.33% 10
2025
Q1 		$3.06M Sell
33,230
-6,218
-16% -$538K 1.32% 11
2024
Q4 		$3.25M Buy
39,448
+9,218
+30% +$809K 1.34% 10
2024
Q3 		$2.73M Buy
+30,230
New +$2.58M 1.03% 8
2024
Q2 		– Sell
-40,854
Closed -$2.93M – 162
2024
Q1 		$2.93M Sell
40,854
-1,351
-3% -$93.3K 1.12% 11
2023
Q4 		$2.96M Buy
42,205
+1,888
+5% +$130K 1.18% 10
2023
Q3 		$2.61M Buy
+40,317
New +$2.8M 1.15% 10
2023
Q2 		– Sell
-43,853
Closed -$3.05M – 173
2023
Q1 		$3.05M Sell
43,853
-11,538
-21% -$777K 1.19% 8
2022
Q4 		$3.96M Buy
55,391
+917
+2% +$61.3K 1.86% 8
2022
Q3 		$3.7M Buy
54,474
+5,815
+12% +$440K 1.94% 8
2022
Q2 		$3.47M Buy
48,659
+956
+2% +$70.2K 1.77% 6
2022
Q1 		$3.46M Buy
+47,703
New +$3.23M 1.72% 8
2021
Q1 		$1.99M Sell
31,960
-1,685
-5% -$101K 0.85% 12
2020
Q4 		$2.07M Buy
+33,645
New +$2.02M 0.94% 10

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

OneAscent Wealth Management's SO Position: Q1 2026 in Review

OneAscent Wealth Management reduced its Southern Company (SO) stake by 3% in Q1 2026, selling an estimated $104K and leaving 36,274 shares worth $3.5M. The position accounts for 1.16% of the portfolio, ranked #12.

OneAscent Wealth Management first reported a position in SO in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.96M in Q4 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • OneAscent Wealth Management held 36,274 shares of Southern Company worth $3.5M as of Q1 2026.
  • OneAscent Wealth Management sold 1,123 Southern Company shares in Q1 2026, an estimated $104K.
  • Southern Company made up 1.16% of OneAscent Wealth Management's portfolio in Q1 2026, its #12 holding.
  • OneAscent Wealth Management first reported a position in Southern Company in Q4 2020 and has held it in 17 quarters since.
  • OneAscent Wealth Management's Southern Company position peaked at $3.96M in Q4 2022.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on OneAscent Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.