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Pursuit Wealth Strategies’s Southern Company SO Stock Holding History

Pursuit Wealth Strategies’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 		$234K Buy
2,426
+18
+0.7% +$1.67K 0.33% 65
2025
Q4 		$210K Buy
+2,408
New +$220K 0.29% 71

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

Pursuit Wealth Strategies's SO Position: Q1 2026 in Review

Pursuit Wealth Strategies increased its Southern Company (SO) stake by 0.75% in Q1 2026, buying an estimated $1.67K and bringing the position to 2,426 shares worth $234K. The position accounts for 0.33% of the portfolio, ranked #65.

Pursuit Wealth Strategies first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Pursuit Wealth Strategies held 2,426 shares of Southern Company worth $234K as of Q1 2026.
  • Pursuit Wealth Strategies bought 18 Southern Company shares in Q1 2026, an estimated $1.67K.
  • Southern Company made up 0.33% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #65 holding.
  • Pursuit Wealth Strategies first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.