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 Q2	$1.15M	Sell	12,077 -1,828	-13%	-$172K	0.38%	63
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sculati Wealth Management's SO Position: Q2 2026 in Review

Sculati Wealth Management reduced its Southern Company (SO) stake by 13% in Q2 2026, selling an estimated $172K and leaving 12,077 shares worth $1.15M. The position accounts for 0.38% of the portfolio, ranked #63.

Sculati Wealth Management first reported a position in SO in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.21M in Q4 2022. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Sculati Wealth Management held 12,077 shares of Southern Company worth $1.15M as of Q2 2026.
Sculati Wealth Management sold 1,828 Southern Company shares in Q2 2026, an estimated $172K.
Southern Company made up 0.38% of Sculati Wealth Management's portfolio in Q2 2026, its #63 holding.
Sculati Wealth Management first reported a position in Southern Company in Q1 2021 and has held it in 22 quarters since.
Sculati Wealth Management's Southern Company position peaked at $2.21M in Q4 2022.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.