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

Private Wealth Management Group’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	$27.3K	Buy	285 +74	+35%	+$6.97K	0.01%	311
2026 Q1	$20.4K	Hold	211	–	–	0.01%	333
2025 Q4	$18.4K	Hold	211	–	–	﹤0.01%	348
2025 Q3	$20K	Hold	211	–	–	0.01%	329
2025 Q2	$19.4K	Sell	211 -53	-20%	-$4.76K	0.01%	312
2025 Q1	$24.3K	Buy	264 +84	+47%	+$7.27K	0.01%	259
2024 Q4	$14.8K	Buy	180 +20	+13%	+$1.75K	0.01%	381
2024 Q3	$14.4K	Hold	160	–	–	0.01%	362
2024 Q2	$12.4K	Hold	160	–	–	0.01%	389
2024 Q1	$11.5K	Hold	160	–	–	0.01%	374
2023 Q4	$11.2K	Buy	+160	New	+$11K	0.01%	383

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

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

Private Wealth Management Group increased its Southern Company (SO) stake by 35% in Q2 2026, buying an estimated $6.97K and bringing the position to 285 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #311.

Private Wealth Management Group first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Private Wealth Management Group held 285 shares of Southern Company worth $27.3K as of Q2 2026.
Private Wealth Management Group bought 74 Southern Company shares in Q2 2026, an estimated $6.97K.
Southern Company made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #311 holding.
Private Wealth Management Group first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.