SWMG
SO icon

Sard Wealth Management Group’s Southern Company SO Stock Holding History

Sard Wealth Management Group’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 		$828K Buy
8,649
+180
+2% +$16.9K 0.4% 28
2026
Q1 		$817K Sell
8,469
-50
-0.6% -$4.63K 0.44% 23
2025
Q4 		$743K Buy
8,519
+564
+7% +$51.5K 0.41% 25
2025
Q3 		$754K Buy
7,955
+261
+3% +$24.4K 0.43% 24
2025
Q2 		$707K Buy
7,694
+60
+0.8% +$5.39K 0.44% 23
2025
Q1 		$702K Buy
7,634
+59
+0.8% +$5.11K 0.47% 21
2024
Q4 		$624K Buy
7,575
+60
+0.8% +$5.26K 0.42% 24
2024
Q3 		$678K Buy
7,515
+56
+0.8% +$4.78K 0.45% 22
2024
Q2 		$579K Buy
7,459
+69
+0.9% +$5.23K 0.41% 23
2024
Q1 		$530K Buy
7,390
+77
+1% +$5.32K 0.48% 24
2023
Q4 		$513K Buy
+7,313
New +$502K 0.52% 22

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

Sard Wealth Management Group's SO Position: Q2 2026 in Review

Sard Wealth Management Group increased its Southern Company (SO) stake by 2.1% in Q2 2026, buying an estimated $16.9K and bringing the position to 8,649 shares worth $828K. The position accounts for 0.4% of the portfolio, ranked #28.

Sard Wealth Management Group first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sard Wealth Management Group held 8,649 shares of Southern Company worth $828K as of Q2 2026.
  • Sard Wealth Management Group bought 180 Southern Company shares in Q2 2026, an estimated $16.9K.
  • Southern Company made up 0.4% of Sard Wealth Management Group's portfolio in Q2 2026, its #28 holding.
  • Sard Wealth Management Group first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.