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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sagespring Wealth Partners's SO Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Southern Company (SO) stake by 0.09% in Q1 2026, buying an estimated $4.07K and bringing the position to 50,736 shares worth $4.9M. The position accounts for 0.09% of the portfolio, ranked #116.

Sagespring Wealth Partners first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.41M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Sagespring Wealth Partners held 50,736 shares of Southern Company worth $4.9M as of Q1 2026.
Sagespring Wealth Partners bought 44 Southern Company shares in Q1 2026, an estimated $4.07K.
Southern Company made up 0.09% of Sagespring Wealth Partners's portfolio in Q1 2026, its #116 holding.
Sagespring Wealth Partners first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Southern Company position peaked at $5.41M in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.