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Simplicity Wealth’s Southern Company SO Stock Holding History

Simplicity Wealth’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
Q2 		$4.14M Buy
43,287
+34,780
+409% +$3.27M 0.14% 155
2026
Q1 		$821K Buy
8,507
+318
+4% +$29.4K 0.05% 333
2025
Q4 		$714K Sell
8,189
-829
-9% -$75.7K 0.04% 352
2025
Q3 		$855K Sell
9,018
-5,890
-40% -$550K 0.05% 329
2025
Q2 		$1.37M Buy
14,908
+10,960
+278% +$984K 0.06% 268
2025
Q1 		$363K Buy
+3,948
New +$342K 0.03% 393
2024
Q4 		– Sell
-3,075
Closed -$277K – 482
2024
Q3 		$277K Sell
3,075
-24,952
-89% -$2.13M 0.03% 401
2024
Q2 		$2.17M Buy
28,027
+1,822
+7% +$138K 0.05% 341
2024
Q1 		$1.88M Buy
+26,205
New +$1.81M 0.04% 365
2023
Q3 		– Sell
-9,637
Closed -$677K – 98
2023
Q2 		$677K Hold
9,637
– – 0.42% 40
2023
Q1 		$671K Sell
9,637
-20
-0.2% -$1.35K 0.45% 35
2022
Q4 		$690K Buy
9,657
+23
+0.2% +$1.54K 0.61% 27
2022
Q3 		$655K Hold
9,634
– – 0.88% 37
2022
Q2 		$687K Hold
9,634
– – 1% 32
2022
Q1 		$699K Hold
9,634
– – 0.68% 40
2021
Q4 		$661K Buy
+9,634
New +$614K 0.36% 44

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Simplicity Wealth's SO Position: Q2 2026 in Review

Simplicity Wealth increased its Southern Company (SO) stake by 409% in Q2 2026, buying an estimated $3.27M and bringing the position to 43,287 shares worth $4.14M. The position accounts for 0.14% of the portfolio, ranked #155.

Simplicity Wealth first reported a position in SO in Q4 2021 and has held it in 16 quarters since. 1,655 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Simplicity Wealth held 43,287 shares of Southern Company worth $4.14M as of Q2 2026.
  • Simplicity Wealth bought 34,780 Southern Company shares in Q2 2026, an estimated $3.27M.
  • Southern Company made up 0.14% of Simplicity Wealth's portfolio in Q2 2026, its #155 holding.
  • Simplicity Wealth first reported a position in Southern Company in Q4 2021 and has held it in 16 quarters since.
  • 1,655 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.