SWM
SO icon

Sterling Wealth Management’s Southern Company SO Stock Holding History

Sterling 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 		$235K Buy
2,457
+251
+11% +$23.6K 0.06% 110
2026
Q1 		$213K Buy
+2,206
New +$204K 0.06% 106
2025
Q4 		– Sell
-2,206
Closed -$209K – 113
2025
Q3 		$209K Hold
2,206
– – 0.06% 102
2025
Q2 		$203K Buy
+2,206
New +$198K 0.07% 108

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

Sterling Wealth Management's SO Position: Q2 2026 in Review

Sterling Wealth Management increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $23.6K and bringing the position to 2,457 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #110.

Sterling Wealth Management first reported a position in SO in Q2 2025 and has held it in 4 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sterling Wealth Management held 2,457 shares of Southern Company worth $235K as of Q2 2026.
  • Sterling Wealth Management bought 251 Southern Company shares in Q2 2026, an estimated $23.6K.
  • Southern Company made up 0.06% of Sterling Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Sterling Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 4 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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