SWM
SO icon

Shepherd Wealth Management’s Southern Company SO Stock Holding History

Shepherd 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 		$469K Hold
4,884
– – 0.35% 27
2025
Q4 		$434K Hold
4,884
– – 0.3% 27
2025
Q3 		$447K Hold
4,884
– – 0.3% 27
2025
Q2 		$462K Sell
4,884
-217
-4% -$19.5K 0.31% 23
2025
Q1 		$469K Sell
5,101
-3,427
-40% -$297K 0.48% 23
2024
Q4 		$702K Buy
+8,528
New +$748K 0.69% 30

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Shepherd Wealth Management held its Southern Company (SO) position steady in Q1 2026 at 4,884 shares worth $469K. The position accounts for 0.35% of the portfolio, ranked #27.

Shepherd Wealth Management first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $702K in Q4 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Shepherd Wealth Management held 4,884 shares of Southern Company worth $469K as of Q1 2026.
  • Shepherd Wealth Management left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.35% of Shepherd Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Shepherd Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Shepherd Wealth Management's Southern Company position peaked at $702K in Q4 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.