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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sterling Wealth Management's SO Position: Q1 2026 in Review

Sterling Wealth Management opened a new position in Southern Company (SO) in Q1 2026: 2,206 shares worth $213K. The stake represents 0.06% of the portfolio and ranks #106 among its holdings. This is a return to the name: Sterling Wealth Management previously reported a position in SO as recently as Q3 2025.

Sterling Wealth Management first reported a position in SO in Q2 2025 and has held it in 3 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Sterling Wealth Management held 2,206 shares of Southern Company worth $213K as of Q1 2026.
  • Southern Company was a new Sterling Wealth Management position in Q1 2026.
  • Southern Company made up 0.06% of Sterling Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Sterling Wealth Management first reported a position in Southern Company in Q2 2025 and has held it in 3 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.