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Summit Wealth Group (Colorado)’s Southern Company SO Stock Holding History

Summit Wealth Group (Colorado)’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 		$671K Buy
6,948
+1,491
+27% +$138K 0.07% 145
2025
Q4 		$476K Buy
+5,457
New +$498K 0.06% 151
2025
Q3 		– Sell
-5,402
Closed -$496K – 426
2025
Q2 		$496K Buy
+5,402
New +$485K 0.12% 132

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

Summit Wealth Group (Colorado)'s SO Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Southern Company (SO) stake by 27% in Q1 2026, buying an estimated $138K and bringing the position to 6,948 shares worth $671K. The position accounts for 0.07% of the portfolio, ranked #145.

Summit Wealth Group (Colorado) first reported a position in SO in Q2 2025 and has held it in 3 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Summit Wealth Group (Colorado) held 6,948 shares of Southern Company worth $671K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 1,491 Southern Company shares in Q1 2026, an estimated $138K.
  • Southern Company made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #145 holding.
  • Summit Wealth Group (Colorado) first reported a position in Southern Company in Q2 2025 and has held it in 3 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.