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Quotient Wealth Partners’s Southern Company SO Stock Holding History

Quotient 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 		$426K Buy
4,455
+467
+12% +$44K 0.01% 241
2026
Q1 		$385K Sell
3,988
-24
-0.6% -$2.22K 0.01% 241
2025
Q4 		$350K Sell
4,012
-220
-5% -$20.1K 0.01% 254
2025
Q3 		$401K Buy
4,232
+272
+7% +$25.4K 0.01% 232
2025
Q2 		$364K Buy
3,960
+282
+8% +$25.3K 0.01% 238
2025
Q1 		$338K Buy
3,678
+140
+4% +$12.1K 0.01% 233
2024
Q4 		$291K Buy
3,538
+78
+2% +$6.84K 0.01% 251
2024
Q3 		$312K Buy
3,460
+219
+7% +$18.7K 0.01% 245
2024
Q2 		$251K Buy
3,241
+396
+14% +$30K 0.01% 266
2024
Q1 		$204K Buy
+2,845
New +$196K 0.01% 289

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

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

Quotient Wealth Partners increased its Southern Company (SO) stake by 12% in Q2 2026, buying an estimated $44K and bringing the position to 4,455 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #241.

Quotient Wealth Partners first reported a position in SO in Q1 2024 and has held it in 10 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Quotient Wealth Partners held 4,455 shares of Southern Company worth $426K as of Q2 2026.
  • Quotient Wealth Partners bought 467 Southern Company shares in Q2 2026, an estimated $44K.
  • Southern Company made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #241 holding.
  • Quotient Wealth Partners first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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