Power Wealth Management’s Southern Company SO Stock Holding History

Power 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	$271K	Buy	2,831 +17	+0.6%	+$1.6K	0.09%	98
2026 Q1	$272K	Sell	2,814 -663	-19%	-$61.3K	0.1%	81
2025 Q4	$303K	Buy	3,477 +18	+0.5%	+$1.64K	0.11%	77
2025 Q3	$328K	Buy	3,459 +17	+0.5%	+$1.59K	0.12%	74
2025 Q2	$316K	Buy	3,442 +238	+7%	+$21.4K	0.12%	77
2025 Q1	$295K	Buy	3,204 +24	+0.8%	+$2.08K	0.12%	72
2024 Q4	$262K	Buy	3,180 +17	+0.5%	+$1.49K	0.11%	82
2024 Q3	$285K	Buy	+3,163	New	+$270K	0.12%	78

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

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

Power Wealth Management increased its Southern Company (SO) stake by 0.6% in Q2 2026, buying an estimated $1.6K and bringing the position to 2,831 shares worth $271K. The position accounts for 0.09% of the portfolio, ranked #98.

Power Wealth Management first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $328K in Q3 2025. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Power Wealth Management held 2,831 shares of Southern Company worth $271K as of Q2 2026.
Power Wealth Management bought 17 Southern Company shares in Q2 2026, an estimated $1.6K.
Southern Company made up 0.09% of Power Wealth Management's portfolio in Q2 2026, its #98 holding.
Power Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Power Wealth Management's Southern Company position peaked at $328K in Q3 2025.
2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.