PWM
SO icon

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
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 $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

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

Palumbo Wealth Management reduced its Southern Company (SO) stake by 5.3% in Q1 2026, selling an estimated $22.6K and leaving 4,350 shares worth $420K. The position accounts for 0.1% of the portfolio, ranked #143.

Palumbo Wealth Management first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $940K in Q4 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Palumbo Wealth Management held 4,350 shares of Southern Company worth $420K as of Q1 2026.
  • Palumbo Wealth Management sold 244 Southern Company shares in Q1 2026, an estimated $22.6K.
  • Southern Company made up 0.1% of Palumbo Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Palumbo Wealth Management first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Palumbo Wealth Management's Southern Company position peaked at $940K in Q4 2022.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.