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
Q2 		$290K Sell
3,031
-234
-7% -$22K 0.05% 187
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SkyOak Wealth's SO Position: Q2 2026 in Review

SkyOak Wealth reduced its Southern Company (SO) stake by 7.2% in Q2 2026, selling an estimated $22K and leaving 3,031 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #187.

SkyOak Wealth first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $315K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • SkyOak Wealth held 3,031 shares of Southern Company worth $290K as of Q2 2026.
  • SkyOak Wealth sold 234 Southern Company shares in Q2 2026, an estimated $22K.
  • Southern Company made up 0.05% of SkyOak Wealth's portfolio in Q2 2026, its #187 holding.
  • SkyOak Wealth first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • SkyOak Wealth's Southern Company position peaked at $315K in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.