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Private Wealth Partners’s Southern Company SO Stock Holding History

Private 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 		$201K Hold
2,100
– – 0.01% 180
2026
Q1 		$203K Buy
+2,100
New +$194K 0.02% 165
2025
Q1 		– Sell
-2,600
Closed -$214K – 180
2024
Q4 		$214K Hold
2,600
– – 0.02% 165
2024
Q3 		$234K Hold
2,600
– – 0.02% 158
2024
Q2 		$202K Buy
+2,600
New +$197K 0.02% 158

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

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

Private Wealth Partners held its Southern Company (SO) position steady in Q2 2026 at 2,100 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #180.

Private Wealth Partners first reported a position in SO in Q2 2024 and has held it in 5 quarters since. The position peaked at $234K in Q3 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Private Wealth Partners held 2,100 shares of Southern Company worth $201K as of Q2 2026.
  • Private Wealth Partners left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.01% of Private Wealth Partners's portfolio in Q2 2026, its #180 holding.
  • Private Wealth Partners first reported a position in Southern Company in Q2 2024 and has held it in 5 quarters since.
  • Private Wealth Partners's Southern Company position peaked at $234K in Q3 2024.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.