Strategic Family Wealth Counselors’s Southern Company SO Stock Holding History

Strategic Family Wealth Counselors’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	$215K	Buy	+2,229	New	+$206K	0.06%	148
2025 Q4	–	Sell	-2,196	Closed	-$208K	–	225
2025 Q3	$208K	Buy	2,196 +17	+0.8%	+$1.59K	0.05%	146
2025 Q2	$200K	Buy	+2,179	New	+$196K	0.06%	142
2024 Q1	–	Sell	-4,717	Closed	-$331K	–	121
2023 Q4	$331K	Buy	4,717 +18	+0.4%	+$1.24K	0.14%	79
2023 Q3	$304K	Buy	4,699 +20	+0.4%	+$1.39K	0.15%	78
2023 Q2	$329K	Buy	+4,679	New	+$336K	0.15%	73

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Strategic Family Wealth Counselors's SO Position: Q1 2026 in Review

Strategic Family Wealth Counselors opened a new position in Southern Company (SO) in Q1 2026: 2,229 shares worth $215K. The stake represents 0.06% of the portfolio and ranks #148 among its holdings. This is a return to the name: Strategic Family Wealth Counselors previously reported a position in SO as recently as Q3 2025.

Strategic Family Wealth Counselors first reported a position in SO in Q2 2023 and has held it in 6 quarters since. The position peaked at $331K in Q4 2023. 2,348 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Strategic Family Wealth Counselors held 2,229 shares of Southern Company worth $215K as of Q1 2026.
Southern Company was a new Strategic Family Wealth Counselors position in Q1 2026.
Southern Company made up 0.06% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #148 holding.
Strategic Family Wealth Counselors first reported a position in Southern Company in Q2 2023 and has held it in 6 quarters since.
Strategic Family Wealth Counselors's Southern Company position peaked at $331K in Q4 2023.
2,348 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.