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Rench Wealth Management’s Southern Company SO Stock Holding History

Rench 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
Q1 		$4.38M Sell
45,412
-1
-0% -$93 1.32% 29
2025
Q4 		$3.96M Buy
45,413
+9
+0% +$822 1.14% 34
2025
Q3 		$4.3M Buy
45,404
+618
+1% +$57.7K 1.26% 32
2025
Q2 		$4.11M Buy
44,786
+300
+0.7% +$26.9K 1.3% 33
2025
Q1 		$4.09M Buy
44,486
+61
+0.1% +$5.28K 1.41% 32
2024
Q4 		$3.66M Buy
44,425
+35
+0.1% +$3.07K 1.25% 36
2024
Q3 		$4M Buy
44,390
+318
+0.7% +$27.2K 1.37% 35
2024
Q2 		$3.42M Buy
44,072
+752
+2% +$57K 1.23% 37
2024
Q1 		$3.11M Buy
43,320
+683
+2% +$47.1K 1.19% 37
2023
Q4 		$2.99M Sell
42,637
-483
-1% -$33.2K 1.26% 33
2023
Q3 		$2.79M Buy
43,120
+440
+1% +$30.5K 1.28% 34
2023
Q2 		$3M Buy
42,680
+930
+2% +$66.7K 1.31% 35
2023
Q1 		$2.9M Sell
41,750
-3,830
-8% -$258K 1.39% 35
2022
Q4 		$3.25M Buy
45,580
+707
+2% +$47.3K 1.66% 29
2022
Q3 		$3.05M Sell
44,873
-710
-2% -$53.8K 1.71% 28
2022
Q2 		$3.25M Sell
45,583
-1,771
-4% -$130K 1.67% 29
2022
Q1 		$3.43M Sell
47,354
-7,268
-13% -$492K 1.56% 29
2021
Q4 		$3.75M Sell
54,622
-161
-0.3% -$10.3K 1.69% 24
2021
Q3 		$3.4M Buy
54,783
+967
+2% +$62.3K 1.69% 25
2021
Q2 		$3.26M Buy
53,816
+694
+1% +$44.4K 1.63% 26
2021
Q1 		$3.3M Buy
53,122
+1,075
+2% +$64.4K 1.72% 25
2020
Q4 		$3.2M Buy
52,047
+2,316
+5% +$139K 1.8% 25
2020
Q3 		$2.7M Buy
49,731
+238
+0.5% +$12.7K 1.72% 24
2020
Q2 		$2.57M Buy
49,493
+257
+0.5% +$14.3K 1.73% 25
2020
Q1 		$2.67M Sell
49,236
-1,045
-2% -$66.2K 2.07% 22
2019
Q4 		$3.2M Sell
50,281
-2,065
-4% -$128K 1.85% 25
2019
Q3 		$3.23M Buy
52,346
+1,894
+4% +$110K 2.09% 26
2019
Q2 		$2.79M Buy
50,452
+232
+0.5% +$12.4K 1.79% 31
2019
Q1 		$2.6M Buy
50,220
+1,600
+3% +$78.4K 1.7% 32
2018
Q4 		$2.13M Buy
48,620
+601
+1% +$27.3K 1.56% 33
2018
Q3 		$2.09M Sell
48,019
-892
-2% -$41.1K 1.4% 38
2018
Q2 		$2.27M Sell
48,911
-1,438
-3% -$64.4K 1.64% 34
2018
Q1 		$2.25M Sell
50,349
-767
-2% -$34.1K 1.54% 35
2017
Q4 		$2.46M Buy
51,116
+4,172
+9% +$213K 1.6% 34
2017
Q3 		$2.31M Buy
46,944
+4,922
+12% +$239K 1.59% 34
2017
Q2 		$2.01M Sell
42,022
-19
-0% -$953 1.49% 34
2017
Q1 		$2.09M Buy
42,041
+538
+1% +$26.6K 1.55% 31
2016
Q4 		$2.04M Buy
41,503
+1,280
+3% +$62.9K 1.62% 29
2016
Q3 		$2.06M Sell
40,223
-20,638
-34% -$1.09M 1.67% 29
2016
Q2 		$3.26M Buy
60,861
+340
+0.6% +$17.1K 2.64% 20
2016
Q1 		$3.13M Sell
60,521
-815
-1% -$39.7K 2.57% 20
2015
Q4 		$2.87M Sell
61,336
-33
-0.1% -$1.5K 2.48% 21
2015
Q3 		$2.74M Buy
61,369
+364
+0.6% +$16K 2.52% 20
2015
Q2 		$2.56M Buy
61,005
+2,129
+4% +$92.8K 2.23% 23
2015
Q1 		$2.61M Sell
58,876
-410
-0.7% -$19.5K 2.23% 25
2014
Q4 		$2.91M Sell
59,286
-127
-0.2% -$6K 2.45% 23
2014
Q3 		$2.59M Buy
59,413
+2,253
+4% +$99K 2.21% 25
2014
Q2 		$2.59M Buy
57,160
+3,030
+6% +$134K 2.26% 25
2014
Q1 		$2.38M Buy
54,130
+2,839
+6% +$119K 2.25% 25
2013
Q4 		$2.11M Buy
+51,291
New +$2.12M 2.04% 24

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

Rench Wealth Management's SO Position: Q1 2026 in Review

Rench Wealth Management reduced its Southern Company (SO) stake by 0% in Q1 2026, selling an estimated $93 and leaving 45,412 shares worth $4.38M. The position accounts for 1.32% of the portfolio, ranked #29.

Rench Wealth Management first reported a position in SO in Q4 2013 and has held it in 50 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Rench Wealth Management held 45,412 shares of Southern Company worth $4.38M as of Q1 2026.
  • Rench Wealth Management sold 1 Southern Company share in Q1 2026, an estimated $93.
  • Southern Company made up 1.32% of Rench Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Rench Wealth Management first reported a position in Southern Company in Q4 2013 and has held it in 50 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Rench Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.