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Private Wealth Asset Management’s Southern Company SO Stock Holding History

Private Wealth Asset 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 		$356K Buy
3,692
+81
+2% +$7.49K 0.04% 203
2025
Q4 		$315K Sell
3,611
-184
-5% -$16.8K 0.03% 214
2025
Q3 		$360K Buy
3,795
+252
+7% +$23.5K 0.04% 188
2025
Q2 		$325K Sell
3,543
-40
-1% -$3.59K 0.04% 190
2025
Q1 		$329K Buy
+3,583
New +$310K 0.05% 183

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

Private Wealth Asset Management's SO Position: Q1 2026 in Review

Private Wealth Asset Management increased its Southern Company (SO) stake by 2.2% in Q1 2026, buying an estimated $7.49K and bringing the position to 3,692 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #203.

Private Wealth Asset Management first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $360K in Q3 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Private Wealth Asset Management held 3,692 shares of Southern Company worth $356K as of Q1 2026.
  • Private Wealth Asset Management bought 81 Southern Company shares in Q1 2026, an estimated $7.49K.
  • Southern Company made up 0.04% of Private Wealth Asset Management's portfolio in Q1 2026, its #203 holding.
  • Private Wealth Asset Management first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Southern Company position peaked at $360K in Q3 2025.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.