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Palumbo Wealth Management’s Southern Company SO Stock Holding History

Palumbo 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
Q2 		$425K Buy
4,437
+87
+2% +$8.19K 0.09% 160
2026
Q1 		$420K Sell
4,350
-244
-5% -$22.6K 0.1% 143
2025
Q4 		$401K Buy
4,594
+58
+1% +$5.29K 0.1% 145
2025
Q3 		$379K Buy
4,536
+246
+6% +$23K 0.12% 114
2025
Q2 		$394K Buy
4,290
+29
+0.7% +$2.6K 0.12% 124
2025
Q1 		$392K Buy
4,261
+351
+9% +$30.4K 0.13% 109
2024
Q4 		$322K Buy
3,910
+29
+0.7% +$2.54K 0.12% 118
2024
Q3 		$350K Buy
3,881
+377
+11% +$32.2K 0.14% 108
2024
Q2 		$272K Sell
3,504
-42
-1% -$3.18K 0.11% 111
2024
Q1 		$254K Sell
3,546
-163
-4% -$11.3K 0.11% 113
2023
Q4 		$260K Sell
3,709
-17
-0.5% -$1.17K 0.13% 107
2023
Q3 		$241K Sell
3,726
-5
-0.1% -$347 0.13% 105
2023
Q2 		$262K Sell
3,731
-8,653
-70% -$621K 0.16% 90
2023
Q1 		$862K Sell
12,384
-774
-6% -$52.1K 0.57% 42
2022
Q4 		$940K Buy
13,158
+559
+4% +$37.4K 0.75% 33
2022
Q3 		$857K Buy
12,599
+328
+3% +$24.8K 0.73% 32
2022
Q2 		$875K Buy
12,271
+682
+6% +$50.1K 0.69% 32
2022
Q1 		$840K Buy
11,589
+233
+2% +$15.8K 0.54% 48
2021
Q4 		$779K Buy
11,356
+539
+5% +$34.4K 0.49% 49
2021
Q3 		$670K Sell
10,817
-1,187
-10% -$76.4K 0.44% 52
2021
Q2 		$726K Buy
12,004
+972
+9% +$62.2K 0.49% 53
2021
Q1 		$686K Buy
11,032
+997
+10% +$59.7K 0.52% 52
2020
Q4 		$616K Buy
+10,035
New +$603K 0.5% 49

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

Palumbo Wealth Management's SO Position: Q2 2026 in Review

Palumbo Wealth Management increased its Southern Company (SO) stake by 2% in Q2 2026, buying an estimated $8.19K and bringing the position to 4,437 shares worth $425K. The position accounts for 0.09% of the portfolio, ranked #160.

Palumbo Wealth Management first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $940K in Q4 2022. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Palumbo Wealth Management held 4,437 shares of Southern Company worth $425K as of Q2 2026.
  • Palumbo Wealth Management bought 87 Southern Company shares in Q2 2026, an estimated $8.19K.
  • Southern Company made up 0.09% of Palumbo Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Palumbo Wealth Management first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's Southern Company position peaked at $940K in Q4 2022.
  • 2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.