SW
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SkyOak Wealth’s Southern Company SO Stock Holding History

SkyOak 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
Q1 		$315K Hold
3,265
– – 0.06% 172
2025
Q4 		$285K Hold
3,265
– – 0.05% 190
2025
Q3 		$309K Hold
3,265
– – 0.06% 184
2025
Q2 		$300K Hold
3,265
– – 0.06% 175
2025
Q1 		$300K Buy
+3,265
New +$283K 0.07% 170

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

SkyOak Wealth's SO Position: Q1 2026 in Review

SkyOak Wealth held its Southern Company (SO) position steady in Q1 2026 at 3,265 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #172.

SkyOak Wealth first reported a position in SO in Q1 2025 and has held it in 5 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • SkyOak Wealth held 3,265 shares of Southern Company worth $315K as of Q1 2026.
  • SkyOak Wealth left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.06% of SkyOak Wealth's portfolio in Q1 2026, its #172 holding.
  • SkyOak Wealth first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.