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Smith Salley Wealth Management’s Southern Company SO Stock Holding History

Smith Salley 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 		$993K Sell
10,380
-147
-1% -$13.8K 0.04% 157
2026
Q1 		$1.02M Sell
10,527
-90
-0.8% -$8.32K 0.05% 151
2025
Q4 		$926K Buy
10,617
+2,049
+24% +$187K 0.05% 155
2025
Q3 		$812K Buy
8,568
+227
+3% +$21.2K 0.04% 159
2025
Q2 		$766K Sell
8,341
-271
-3% -$24.3K 0.04% 156
2025
Q1 		$792K Sell
8,612
-400
-4% -$34.6K 0.05% 150
2024
Q4 		$742K Sell
9,012
-200
-2% -$17.5K 0.05% 155
2024
Q3 		$831K Buy
9,212
+3,109
+51% +$266K 0.05% 152
2024
Q2 		$473K Sell
6,103
-6,077
-50% -$461K 0.03% 170
2024
Q1 		$874K Buy
12,180
+9,028
+286% +$623K 0.07% 136
2023
Q4 		$221K Sell
3,152
-823
-21% -$56.5K 0.01% 232
2023
Q3 		$257K Buy
+3,975
New +$276K 0.02% 212
2018
Q1 		– Sell
-4,844
Closed -$233K – 185
2017
Q4 		$233K Sell
4,844
-40
-0.8% -$2.04K 0.04% 166
2017
Q3 		$240K Sell
4,884
-41,399
-89% -$2.01M 0.05% 153
2017
Q2 		$2.22M Buy
46,283
+782
+2% +$39.2K 0.45% 78
2017
Q1 		$2.26M Sell
45,501
-521
-1% -$25.7K 0.46% 74
2016
Q4 		$2.26M Buy
46,022
+1,920
+4% +$94.3K 0.47% 73
2016
Q3 		$2.26M Buy
44,102
+5,541
+14% +$292K 0.5% 69
2016
Q2 		$2.07M Buy
38,561
+4,044
+12% +$203K 0.48% 66
2016
Q1 		$1.79M Sell
34,517
-1,168
-3% -$56.9K 0.45% 67
2015
Q4 		$1.67M Buy
35,685
+764
+2% +$34.6K 0.42% 74
2015
Q3 		$1.56M Buy
34,921
+24,736
+243% +$1.09M 0.42% 75
2015
Q2 		$427K Buy
10,185
+68
+0.7% +$2.96K 0.11% 120
2015
Q1 		$448K Buy
10,117
+27
+0.3% +$1.28K 0.11% 123
2014
Q4 		$496K Sell
10,090
-1,476
-13% -$69.7K 0.13% 122
2014
Q3 		$505K Sell
11,566
-966
-8% -$42.4K 0.13% 133
2014
Q2 		$568K Buy
+12,532
New +$554K 0.15% 123

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

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

Smith Salley Wealth Management reduced its Southern Company (SO) stake by 1.4% in Q2 2026, selling an estimated $13.8K and leaving 10,380 shares worth $993K. The position accounts for 0.04% of the portfolio, ranked #157.

Smith Salley Wealth Management first reported a position in SO in Q2 2014 and has held it in 27 quarters since. The position peaked at $2.26M in Q1 2017. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Smith Salley Wealth Management held 10,380 shares of Southern Company worth $993K as of Q2 2026.
  • Smith Salley Wealth Management sold 147 Southern Company shares in Q2 2026, an estimated $13.8K.
  • Southern Company made up 0.04% of Smith Salley Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Smith Salley Wealth Management first reported a position in Southern Company in Q2 2014 and has held it in 27 quarters since.
  • Smith Salley Wealth Management's Southern Company position peaked at $2.26M in Q1 2017.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.