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

SHP 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 		$529K Sell
5,477
-445
-8% -$41.2K 0.04% 145
2025
Q4 		$516K Buy
+5,922
New +$541K 0.04% 147

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

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

SHP Wealth Management reduced its Southern Company (SO) stake by 7.5% in Q1 2026, selling an estimated $41.2K and leaving 5,477 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #145.

SHP Wealth Management first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • SHP Wealth Management held 5,477 shares of Southern Company worth $529K as of Q1 2026.
  • SHP Wealth Management sold 445 Southern Company shares in Q1 2026, an estimated $41.2K.
  • Southern Company made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #145 holding.
  • SHP Wealth Management first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.