Sculati Wealth Management’s Southern Company SO Stock Holding History

Sculati 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	$1.34M	Hold	13,905	–	–	0.5%	57
2025 Q4	$1.21M	Sell	13,905 -60	-0.4%	-$5.48K	0.43%	59
2025 Q3	$1.32M	Hold	13,965	–	–	0.47%	58
2025 Q2	$1.28M	Sell	13,965 -565	-4%	-$50.7K	0.48%	62
2025 Q1	$1.34M	Sell	14,530 -380	-3%	-$32.9K	0.54%	51
2024 Q4	$1.23M	Sell	14,910 -900	-6%	-$79K	0.49%	51
2024 Q3	$1.43M	Sell	15,810 -450	-3%	-$38.4K	0.57%	48
2024 Q2	$1.26M	Sell	16,260 -150	-0.9%	-$11.4K	0.54%	53
2024 Q1	$1.18M	Sell	16,410 -2,195	-12%	-$152K	0.51%	55
2023 Q4	$1.3M	Sell	18,605 -1,610	-8%	-$111K	0.61%	52
2023 Q3	$1.31M	Sell	20,215 -3,110	-13%	-$216K	0.67%	51
2023 Q2	$1.64M	Sell	23,325 -2,619	-10%	-$188K	0.82%	42
2023 Q1	$1.81M	Sell	25,944 -5,027	-16%	-$338K	0.96%	33
2022 Q4	$2.21M	Buy	30,971 +9,023	+41%	+$603K	1.24%	26
2022 Q3	$1.49M	Buy	21,948 +4,788	+28%	+$363K	0.88%	40
2022 Q2	$1.22M	Buy	17,160 +3,655	+27%	+$268K	0.7%	54
2022 Q1	$979K	Buy	13,505 +1,225	+10%	+$83K	0.48%	66
2021 Q4	$842K	Hold	12,280	–	–	0.41%	73
2021 Q3	$761K	Hold	12,280	–	–	0.4%	72
2021 Q2	$743K	Hold	12,280	–	–	0.39%	73
2021 Q1	$763K	Buy	+12,280	New	+$735K	0.44%	66

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

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

Sculati Wealth Management held its Southern Company (SO) position steady in Q1 2026 at 13,905 shares worth $1.34M. The position accounts for 0.5% of the portfolio, ranked #57.

Sculati Wealth Management first reported a position in SO in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.21M in Q4 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Sculati Wealth Management held 13,905 shares of Southern Company worth $1.34M as of Q1 2026.
Sculati Wealth Management left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.5% of Sculati Wealth Management's portfolio in Q1 2026, its #57 holding.
Sculati Wealth Management first reported a position in Southern Company in Q1 2021 and has held it in 21 quarters since.
Sculati Wealth Management's Southern Company position peaked at $2.21M in Q4 2022.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.