SW
SO icon

SteelPeak Wealth’s Southern Company SO Stock Holding History

SteelPeak 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 		$473K Sell
4,944
-83
-2% -$7.81K 0.01% 439
2026
Q1 		$485K Buy
5,027
+145
+3% +$13.4K 0.01% 382
2025
Q4 		$426K Sell
4,882
-381
-7% -$34.8K 0.01% 380
2025
Q3 		$499K Sell
5,263
-3,876
-42% -$362K 0.02% 388
2025
Q2 		$839K Buy
9,139
+1,942
+27% +$174K 0.03% 295
2025
Q1 		$662K Sell
7,197
-31,561
-81% -$2.73M 0.03% 312
2024
Q4 		$3.19M Sell
38,758
-58,134
-60% -$5.1M 0.13% 123
2024
Q3 		$8.74M Buy
96,892
+90,846
+1,503% +$7.76M 0.38% 61
2024
Q2 		$469K Sell
6,046
-2,779
-31% -$211K 0.02% 315
2024
Q1 		$633K Buy
8,825
+181
+2% +$12.5K 0.03% 272
2023
Q4 		$606K Sell
8,644
-4,869
-36% -$334K 0.04% 259
2023
Q3 		$875K Buy
13,513
+8,465
+168% +$587K 0.05% 197
2023
Q2 		$355K Buy
5,048
+916
+22% +$65.7K 0.02% 301
2023
Q1 		$288K Hold
4,132
– – 0.02% 309
2022
Q4 		$295K Hold
4,132
– – 0.02% 311
2022
Q3 		$281K Sell
4,132
-4,342
-51% -$329K 0.02% 330
2022
Q2 		$604K Buy
8,474
+4,342
+105% +$319K 0.04% 227
2022
Q1 		$300K Sell
4,132
-6,123
-60% -$415K 0.02% 351
2021
Q4 		$703K Buy
10,255
+6,038
+143% +$385K 0.04% 211
2021
Q3 		$261K Hold
4,217
– – 0.02% 353
2021
Q2 		$255K Hold
4,217
– – 0.02% 359
2021
Q1 		$262K Sell
4,217
-6,499
-61% -$389K 0.02% 318
2020
Q4 		$658K Sell
10,716
-268
-2% -$16.1K 0.06% 183
2020
Q3 		$596K Sell
10,984
-3,610
-25% -$193K 0.06% 165
2020
Q2 		$757K Sell
14,594
-7,582
-34% -$421K 0.1% 145
2020
Q1 		$1.2M Sell
22,176
-12
-0.1% -$760 0.19% 98
2019
Q4 		$1.41M Buy
+22,188
New +$1.37M 0.19% 99

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

SteelPeak Wealth's SO Position: Q2 2026 in Review

SteelPeak Wealth reduced its Southern Company (SO) stake by 1.7% in Q2 2026, selling an estimated $7.81K and leaving 4,944 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #439.

SteelPeak Wealth first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.74M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • SteelPeak Wealth held 4,944 shares of Southern Company worth $473K as of Q2 2026.
  • SteelPeak Wealth sold 83 Southern Company shares in Q2 2026, an estimated $7.81K.
  • Southern Company made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #439 holding.
  • SteelPeak Wealth first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Southern Company position peaked at $8.74M in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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