Signature Wealth Management Group’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.7M | Buy |
121,632
+490
| +0.4% | +$45.3K | 4.46% | 1 |
|
|
2025
Q4 | $10.6M | Buy |
121,142
+1,120
| +0.9% | +$102K | 4.31% | 1 |
|
|
2025
Q3 | $11.4M | Sell |
120,022
-987
| -0.8% | -$92.1K | 4.41% | 1 |
|
|
2025
Q2 | $11.1M | Sell |
121,009
-651
| -0.5% | -$58.5K | 4.38% | 1 |
|
|
2025
Q1 | $11.2M | Buy |
121,660
+1,586
| +1% | +$137K | 4.36% | 1 |
|
|
2024
Q4 | $9.88M | Sell |
120,074
-4,249
| -3% | -$373K | 3.97% | 1 |
|
|
2024
Q3 | $11.2M | Sell |
124,323
-42
| -0% | -$3.59K | 4.5% | 1 |
|
|
2024
Q2 | $9.65M | Buy |
124,365
+3,094
| +3% | +$234K | 4.22% | 1 |
|
|
2024
Q1 | $8.75M | Buy |
121,271
+1,148
| +1% | +$79.2K | 3.98% | 1 |
|
|
2023
Q4 | $8.42M | Buy |
+120,123
| New | +$8.25M | 3.89% | 2 |
|
|
2023
Q2 | $8.26M | Sell |
117,604
-1,441
| -1% | -$103K | 3.85% | 1 |
|
|
2023
Q1 | $8.28M | Buy |
119,045
+382
| +0.3% | +$25.7K | 3.93% | 1 |
|
|
2022
Q4 | $8.47M | Buy |
118,663
+606
| +0.5% | +$40.5K | 4.14% | 1 |
|
|
2022
Q3 | $8.03M | Sell |
118,057
-2,986
| -2% | -$226K | 4.08% | 1 |
|
|
2022
Q2 | $8.63M | Sell |
121,043
-4,262
| -3% | -$313K | 4.2% | 1 |
|
|
2022
Q1 | $9.09M | Buy |
125,305
+5,429
| +5% | +$368K | 4.09% | 1 |
|
|
2021
Q4 | $8.22M | Buy |
119,876
+5,238
| +5% | +$334K | 4.15% | 1 |
|
|
2021
Q3 | $7.1M | Sell |
114,638
-1,907
| -2% | -$123K | 3.95% | 1 |
|
|
2021
Q2 | $7.05M | Buy |
116,545
+14,510
| +14% | +$928K | 3.93% | 1 |
|
|
2021
Q1 | $6.34M | Sell |
102,035
-735
| -0.7% | -$44K | 3.73% | 1 |
|
|
2020
Q4 | $6.31M | Buy |
102,770
+551
| +0.5% | +$33.1K | 3.98% | 1 |
|
|
2020
Q3 | $5.54M | Buy |
102,219
+268
| +0.3% | +$14.3K | 3.99% | 1 |
|
|
2020
Q2 | $5.29M | Buy |
101,951
+2,271
| +2% | +$126K | 4.04% | 2 |
|
|
2020
Q1 | $5.4M | Sell |
99,680
-4,471
| -4% | -$283K | 4.74% | 1 |
|
|
2019
Q4 | $6.63M | Buy |
104,151
+311
| +0.3% | +$19.3K | 4.19% | 1 |
|
|
2019
Q3 | $6.41M | Sell |
103,840
-859
| -0.8% | -$49.8K | 4.25% | 1 |
|
|
2019
Q2 | $5.9M | Buy |
104,699
+977
| +0.9% | +$52.3K | 3.94% | 1 |
|
|
2019
Q1 | $5.36M | Sell |
103,722
-1,284
| -1% | -$62.9K | 3.75% | 1 |
|
|
2018
Q4 | $4.61M | Sell |
105,006
-3,181
| -3% | -$145K | 3.58% | 1 |
|
|
2018
Q3 | $4.96M | Sell |
108,187
-94,221
| -47% | -$4.34M | 3.68% | 1 |
|
|
2018
Q2 | $9.37M | Sell |
202,408
-17,278
| -8% | -$773K | 6.94% | 1 |
|
|
2018
Q1 | $9.81M | Sell |
219,686
-1,273
| -0.6% | -$56.5K | 7.57% | 1 |
|
|
2017
Q4 | $10.6M | Buy |
+220,959
| New | +$11.3M | 7.79% | 1 |
|
Other funds holding SO
Signature Wealth Management Group's SO Position: Q1 2026 in Review
Signature Wealth Management Group increased its Southern Company (SO) stake by 0.4% in Q1 2026, buying an estimated $45.3K and bringing the position to 121,632 shares worth $11.7M. The position accounts for 4.46% of the portfolio, ranked #1.
Signature Wealth Management Group first reported a position in SO in Q4 2017 and has held it in 33 quarters since. 2,360 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Signature Wealth Management Group held 121,632 shares of Southern Company worth $11.7M as of Q1 2026.
- Signature Wealth Management Group bought 490 Southern Company shares in Q1 2026, an estimated $45.3K.
- Southern Company made up 4.46% of Signature Wealth Management Group's portfolio in Q1 2026, its #1 holding.
- Signature Wealth Management Group first reported a position in Southern Company in Q4 2017 and has held it in 33 quarters since.
- 2,360 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.