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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Power Wealth Management reduced its Southern Company (SO) stake by 19% in Q1 2026, selling an estimated $61.3K and leaving 2,814 shares worth $272K. The position accounts for 0.1% of the portfolio, ranked #81.

Power Wealth Management first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $328K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Power Wealth Management held 2,814 shares of Southern Company worth $272K as of Q1 2026.
Power Wealth Management sold 663 Southern Company shares in Q1 2026, an estimated $61.3K.
Southern Company made up 0.1% of Power Wealth Management's portfolio in Q1 2026, its #81 holding.
Power Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
Power Wealth Management's Southern Company position peaked at $328K in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.