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 Q2	$763K	Buy	7,977 +4,285	+116%	+$403K	0.07%	150
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Private Wealth Asset Management's SO Position: Q2 2026 in Review

Private Wealth Asset Management increased its Southern Company (SO) stake by 116% in Q2 2026, buying an estimated $403K and bringing the position to 7,977 shares worth $763K. The position accounts for 0.07% of the portfolio, ranked #150.

Private Wealth Asset Management first reported a position in SO in Q1 2025 and has held it in 6 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Private Wealth Asset Management held 7,977 shares of Southern Company worth $763K as of Q2 2026.
Private Wealth Asset Management bought 4,285 Southern Company shares in Q2 2026, an estimated $403K.
Southern Company made up 0.07% of Private Wealth Asset Management's portfolio in Q2 2026, its #150 holding.
Private Wealth Asset Management first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.