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Philip James Wealth Mangement’s Southern Company SO Stock Holding History

Philip James Wealth Mangement’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 		$239K Sell
2,497
-299
-11% -$28.1K 0.03% 142
2026
Q1 		$270K Sell
2,796
-146
-5% -$13.5K 0.03% 142
2025
Q4 		$257K Sell
2,942
-149
-5% -$13.6K 0.03% 158
2025
Q3 		$293K Sell
3,091
-5
-0.2% -$467 0.03% 155
2025
Q2 		$284K Sell
3,096
-324
-9% -$29.1K 0.04% 143
2025
Q1 		$314K Sell
3,420
-24
-0.7% -$2.08K 0.04% 132
2024
Q4 		$284K Sell
3,444
-150
-4% -$13.2K 0.04% 138
2024
Q3 		$324K Buy
+3,594
New +$307K 0.04% 119

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

Philip James Wealth Mangement's SO Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Southern Company (SO) stake by 11% in Q2 2026, selling an estimated $28.1K and leaving 2,497 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #142.

Philip James Wealth Mangement first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $324K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Philip James Wealth Mangement held 2,497 shares of Southern Company worth $239K as of Q2 2026.
  • Philip James Wealth Mangement sold 299 Southern Company shares in Q2 2026, an estimated $28.1K.
  • Southern Company made up 0.03% of Philip James Wealth Mangement's portfolio in Q2 2026, its #142 holding.
  • Philip James Wealth Mangement first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • Philip James Wealth Mangement's Southern Company position peaked at $324K in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.