SWM
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Segment Wealth Management’s Southern Company SO Stock Holding History

Segment 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 		– Sell
-3,110
Closed -$271K – 339
2025
Q4 		$271K Buy
+3,110
New +$284K 0.02% 275

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Segment Wealth Management sold out of Southern Company (SO) in Q1 2026, closing a stake of 3,110 shares — an estimated $271K sold.

Segment Wealth Management first reported a position in SO in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Segment Wealth Management reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Segment Wealth Management sold 3,110 Southern Company shares in Q1 2026, an estimated $271K.
  • Segment Wealth Management first reported a position in Southern Company in Q4 2025 and held it in 1 quarter.
  • Segment Wealth Management's Southern Company position peaked at $271K in Q4 2025.
  • 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Segment Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.