Smith & Howard Wealth Management’s Southern Company SO Stock Holding History

Smith & Howard 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 Q2	–	Sell	-3,601	Closed	-$348K	–	104
2026 Q1	$348K	Buy	+3,601	New	+$333K	0.08%	58
2019 Q1	–	Sell	-5,333	Closed	-$234K	–	62
2018 Q4	$234K	Buy	+5,333	New	+$242K	0.13%	48
2014 Q1	–	Sell	-1,592	Closed	-$65K	–	188
2013 Q4	$65K	Buy	1,592 +351	+28%	+$14.5K	0.04%	100
2013 Q3	$51K	Sell	1,241 -1,000	-45%	-$43.1K	0.03%	105
2013 Q2	$99K	Buy	+2,241	New	+$103K	0.06%	67

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Smith & Howard Wealth Management's SO Position: Q2 2026 in Review

Smith & Howard Wealth Management sold out of Southern Company (SO) in Q2 2026, closing a stake of 3,601 shares — an estimated $348K sold.

Smith & Howard Wealth Management first reported a position in SO in Q2 2013 and held it in 5 quarters. The position peaked at $348K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Smith & Howard Wealth Management reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
Smith & Howard Wealth Management sold 3,601 Southern Company shares in Q2 2026, an estimated $348K.
Smith & Howard Wealth Management first reported a position in Southern Company in Q2 2013 and held it in 5 quarters.
Smith & Howard Wealth Management's Southern Company position peaked at $348K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.