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Strategic Wealth Partners’s Southern Company SO Stock Holding History

Strategic Wealth Partners’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 		$393K Buy
4,109
+319
+8% +$30K 0.02% 222
2026
Q1 		$366K Buy
3,790
+5
+0.1% +$463 0.03% 226
2025
Q4 		$330K Buy
3,785
+2,249
+146% +$205K 0.02% 251
2025
Q3 		$146K Sell
1,536
-10,765
-88% -$1M 0.01% 380
2025
Q2 		$1.13M Buy
+12,301
New +$1.1M 0.09% 146
2024
Q4 		$1.08M Buy
12,419
+2,346
+23% +$206K 0.09% 141
2024
Q3 		$908K Buy
10,073
+2,719
+37% +$232K 0.09% 153
2024
Q2 		$570K Sell
7,354
-26
-0.4% -$1.97K 0.06% 182
2024
Q1 		$529K Buy
7,380
+299
+4% +$20.6K 0.06% 191
2023
Q4 		$497K Buy
+7,081
New +$486K 0.06% 188
2019
Q4 		– Sell
-2,922
Closed -$24.9K – 445
2019
Q3 		$24.9K Buy
2,922
+36
+1% +$2.09K 0.13% 108
2019
Q2 		$159K Buy
2,886
+270
+10% +$14.5K 0.08% 143
2019
Q1 		$134K Buy
2,616
+2
+0.1% +$98 0.06% 161
2018
Q4 		$124K Buy
2,614
+44
+2% +$2K 0.06% 154
2018
Q3 		$112K Sell
2,570
-826
-24% -$38.1K 0.06% 170
2018
Q2 		$157K Sell
3,396
-10,763
-76% -$482K 0.09% 158
2018
Q1 		$632K Sell
14,159
-1,427
-9% -$63.4K 0.33% 105
2017
Q4 		$811K Buy
+15,586
New +$794K 0.45% 79

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

Strategic Wealth Partners's SO Position: Q2 2026 in Review

Strategic Wealth Partners increased its Southern Company (SO) stake by 8.4% in Q2 2026, buying an estimated $30K and bringing the position to 4,109 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #222.

Strategic Wealth Partners first reported a position in SO in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.13M in Q2 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Strategic Wealth Partners held 4,109 shares of Southern Company worth $393K as of Q2 2026.
  • Strategic Wealth Partners bought 319 Southern Company shares in Q2 2026, an estimated $30K.
  • Southern Company made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #222 holding.
  • Strategic Wealth Partners first reported a position in Southern Company in Q4 2017 and has held it in 18 quarters since.
  • Strategic Wealth Partners's Southern Company position peaked at $1.13M in Q2 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.