Q1WB
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Quest 10 Wealth Builders’s Southern Company SO Stock Holding History

Quest 10 Wealth Builders’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 		$107K Hold
1,117
– – 0.08% 140
2026
Q1 		$108K Sell
1,117
-100
-8% -$9.25K 0.09% 131
2025
Q4 		$106K Sell
1,217
-35
-3% -$3.19K 0.1% 129
2025
Q3 		$119K Buy
1,252
+123
+11% +$11.5K 0.11% 117
2025
Q2 		$104K Sell
1,129
-3
-0.3% -$269 0.1% 125
2025
Q1 		$104K Buy
1,132
+8
+0.7% +$693 0.11% 116
2024
Q4 		$92.5K Buy
+1,124
New +$98.6K 0.09% 138

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

Quest 10 Wealth Builders's SO Position: Q2 2026 in Review

Quest 10 Wealth Builders held its Southern Company (SO) position steady in Q2 2026 at 1,117 shares worth $107K. The position accounts for 0.08% of the portfolio, ranked #140.

Quest 10 Wealth Builders first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Quest 10 Wealth Builders held 1,117 shares of Southern Company worth $107K as of Q2 2026.
  • Quest 10 Wealth Builders left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.08% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #140 holding.
  • Quest 10 Wealth Builders first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's Southern Company position peaked at $119K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.