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Principle Wealth Partners’s Southern Company SO Stock Holding History

Principle Wealth Partners’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 		$9.62M Buy
100,553
+649
+0.6% +$61.1K 0.48% 46
2026
Q1 		$9.64M Sell
99,904
-647
-0.6% -$59.9K 0.55% 40
2025
Q4 		$8.77M Sell
100,551
-2,369
-2% -$216K 0.49% 43
2025
Q3 		$9.75M Sell
102,920
-1,397
-1% -$130K 0.57% 37
2025
Q2 		$9.58M Sell
104,317
-605
-0.6% -$54.3K 0.6% 36
2025
Q1 		$9.65M Buy
104,922
+2,015
+2% +$174K 0.69% 37
2024
Q4 		$8.47M Buy
102,907
+3,829
+4% +$336K 0.59% 39
2024
Q3 		$8.93M Sell
99,078
-293
-0.3% -$25K 0.63% 39
2024
Q2 		$7.71M Buy
99,371
+2,320
+2% +$176K 0.59% 44
2024
Q1 		$6.96M Buy
97,051
+4,888
+5% +$337K 0.54% 48
2023
Q4 		$6.46M Buy
92,163
+1,736
+2% +$119K 0.56% 47
2023
Q3 		$5.85M Sell
90,427
-44
-0% -$3.05K 0.59% 47
2023
Q2 		$6.36M Sell
90,471
-703
-0.8% -$50.4K 0.64% 39
2023
Q1 		$6.34M Sell
91,174
-1,297
-1% -$87.3K 0.68% 39
2022
Q4 		$6.6M Sell
92,471
-2,599
-3% -$174K 0.75% 36
2022
Q3 		$6.46M Buy
95,070
+122
+0.1% +$9.24K 0.61% 27
2022
Q2 		$6.77M Sell
94,948
-3,618
-4% -$266K 0.81% 25
2022
Q1 		$7.15M Sell
98,566
-1,502
-2% -$102K 0.75% 28
2021
Q4 		$6.86M Buy
100,068
+258
+0.3% +$16.4K 0.72% 24
2021
Q3 		$6.18M Buy
99,810
+1,132
+1% +$72.9K 0.71% 26
2021
Q2 		$5.97M Buy
98,678
+1,751
+2% +$112K 0.68% 29
2021
Q1 		$6.03M Buy
96,927
+6,026
+7% +$361K 0.7% 30
2020
Q4 		$5.58M Buy
90,901
+79,524
+699% +$4.78M 0.74% 29
2020
Q3 		$617K Sell
11,377
-130
-1% -$6.95K 0.17% 70
2020
Q2 		$597K Hold
11,507
– – 0.18% 74
2020
Q1 		$623K Buy
11,507
+1,030
+10% +$65.3K 0.23% 66
2019
Q4 		$667K Sell
10,477
-605
-5% -$37.5K 0.21% 81
2019
Q3 		$685K Buy
11,082
+485
+5% +$28.1K 0.24% 74
2019
Q2 		$586K Buy
10,597
+1,235
+13% +$66.1K 0.3% 62
2019
Q1 		$484K Sell
9,362
-300
-3% -$14.7K 0.28% 64
2018
Q4 		$424K Buy
+9,662
New +$439K 0.36% 64

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

Principle Wealth Partners's SO Position: Q2 2026 in Review

Principle Wealth Partners increased its Southern Company (SO) stake by 0.65% in Q2 2026, buying an estimated $61.1K and bringing the position to 100,553 shares worth $9.62M. The position accounts for 0.48% of the portfolio, ranked #46.

Principle Wealth Partners first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.75M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Principle Wealth Partners held 100,553 shares of Southern Company worth $9.62M as of Q2 2026.
  • Principle Wealth Partners bought 649 Southern Company shares in Q2 2026, an estimated $61.1K.
  • Southern Company made up 0.48% of Principle Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • Principle Wealth Partners first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
  • Principle Wealth Partners's Southern Company position peaked at $9.75M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.