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Sagespring Wealth Partners’s Southern Company SO Stock Holding History

Sagespring 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 		$5.03M Buy
52,506
+1,770
+3% +$167K 0.08% 129
2026
Q1 		$4.9M Buy
50,736
+44
+0.1% +$4.07K 0.09% 116
2025
Q4 		$4.42M Sell
50,692
-6,344
-11% -$579K 0.08% 122
2025
Q3 		$5.41M Buy
57,036
+952
+2% +$88.9K 0.11% 100
2025
Q2 		$5.15M Buy
56,084
+1,468
+3% +$132K 0.11% 97
2025
Q1 		$5.02M Sell
54,616
-4,820
-8% -$417K 0.13% 87
2024
Q4 		$4.89M Buy
+59,436
New +$5.21M 0.13% 81

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

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

Sagespring Wealth Partners increased its Southern Company (SO) stake by 3.5% in Q2 2026, buying an estimated $167K and bringing the position to 52,506 shares worth $5.03M. The position accounts for 0.08% of the portfolio, ranked #129.

Sagespring Wealth Partners first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.41M in Q3 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sagespring Wealth Partners held 52,506 shares of Southern Company worth $5.03M as of Q2 2026.
  • Sagespring Wealth Partners bought 1,770 Southern Company shares in Q2 2026, an estimated $167K.
  • Southern Company made up 0.08% of Sagespring Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Sagespring Wealth Partners first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Southern Company position peaked at $5.41M in Q3 2025.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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