QWM
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Quaker Wealth Management’s Southern Company SO Stock Holding History

Quaker 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
2025
Q2 		– Sell
-235
Closed -$21.6K – 1585
2025
Q1 		$21.6K Buy
+235
New +$20.3K 0.01% 233

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

Quaker Wealth Management's SO Position: Q2 2026 in Review

Quaker Wealth Management reduced its Southern Company (SO) stake by 19% in Q2 2026, selling an estimated $4.24K and leaving 194 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #241.

Quaker Wealth Management first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $64.1K in Q4 2025. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Quaker Wealth Management held 194 shares of Southern Company worth $18.6K as of Q2 2026.
  • Quaker Wealth Management sold 45 Southern Company shares in Q2 2026, an estimated $4.24K.
  • Southern Company made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Quaker Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Southern Company position peaked at $64.1K in Q4 2025.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.