QPWM
SO icon

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

Quadrant Private Wealth 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 		– Sell
-3,225
Closed -$311K – 280
2026
Q1 		$311K Buy
3,225
+247
+8% +$22.8K 0.05% 223
2025
Q4 		$260K Sell
2,978
-327
-10% -$29.9K 0.04% 237
2025
Q3 		$313K Buy
3,305
+74
+2% +$6.91K 0.06% 201
2025
Q2 		$297K Buy
3,231
+60
+2% +$5.39K 0.06% 194
2025
Q1 		$292K Sell
3,171
-231
-7% -$20K 0.07% 184
2024
Q4 		$280K Buy
3,402
+170
+5% +$14.9K 0.07% 199
2024
Q3 		$291K Sell
3,232
-191
-6% -$16.3K 0.07% 189
2024
Q2 		$266K Buy
3,423
+299
+10% +$22.7K 0.06% 199
2024
Q1 		$224K Buy
3,124
+4
+0.1% +$276 0.06% 210
2023
Q4 		$219K Buy
+3,120
New +$214K 0.06% 207

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

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

Quadrant Private Wealth Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 3,225 shares — an estimated $311K sold.

Quadrant Private Wealth Management first reported a position in SO in Q4 2023 and held it in 10 quarters. The position peaked at $313K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 3,225 Southern Company shares in Q2 2026, an estimated $311K.
  • Quadrant Private Wealth Management first reported a position in Southern Company in Q4 2023 and held it in 10 quarters.
  • Quadrant Private Wealth Management's Southern Company position peaked at $313K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.