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Silverlake Wealth Management’s Southern Company SO Stock Holding History

Silverlake 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 		$1.05M Sell
10,832
-9
-0.1% -$833 0.22% 134
2025
Q4 		$945K Sell
10,841
-41
-0.4% -$3.74K 0.21% 127
2025
Q3 		$1.03M Buy
10,882
+7
+0.1% +$653 0.25% 119
2025
Q2 		$999K Buy
10,875
+505
+5% +$45.4K 0.29% 101
2025
Q1 		$953K Sell
10,370
-324
-3% -$28K 0.36% 74
2024
Q4 		$880K Sell
10,694
-24
-0.2% -$2.11K 0.34% 80
2024
Q3 		$967K Hold
10,718
– – 0.37% 74
2024
Q2 		$831K Sell
10,718
-546
-5% -$41.4K 0.34% 77
2024
Q1 		$808K Buy
11,264
+612
+6% +$42.2K 0.41% 61
2023
Q4 		$747K Sell
10,652
-231
-2% -$15.9K 0.41% 62
2023
Q3 		$704K Sell
10,883
-255
-2% -$17.7K 0.4% 67
2023
Q2 		$782K Sell
11,138
-40
-0.4% -$2.87K 0.44% 61
2023
Q1 		$778K Buy
11,178
+136
+1% +$9.16K 0.47% 56
2022
Q4 		$789K Buy
11,042
+5
+0% +$334 0.49% 54
2022
Q3 		$751K Sell
11,037
-399
-3% -$30.2K 0.51% 53
2022
Q2 		$816K Buy
11,436
+5
+0% +$367 0.53% 51
2022
Q1 		$829K Buy
11,431
+35
+0.3% +$2.37K 0.47% 60
2021
Q4 		$782K Buy
+11,396
New +$727K 0.42% 61

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

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

Silverlake Wealth Management reduced its Southern Company (SO) stake by 0.08% in Q1 2026, selling an estimated $833 and leaving 10,832 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #134.

Silverlake Wealth Management first reported a position in SO in Q4 2021 and has held it in 18 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Silverlake Wealth Management held 10,832 shares of Southern Company worth $1.05M as of Q1 2026.
  • Silverlake Wealth Management sold 9 Southern Company shares in Q1 2026, an estimated $833.
  • Southern Company made up 0.22% of Silverlake Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Silverlake Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.