Summit Wealth Partners’s Southern Company SO Stock Holding History

Summit 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 Q1	$337K	Buy	3,490 +200	+6%	+$18.5K	0.05%	204
2025 Q4	$287K	Hold	3,290	–	–	0.05%	170
2025 Q3	$312K	Hold	3,290	–	–	0.06%	178
2025 Q2	$302K	Hold	3,290	–	–	0.06%	177
2025 Q1	$303K	Hold	3,290	–	–	0.06%	174
2024 Q4	$271K	Hold	3,290	–	–	0.06%	175
2024 Q3	$297K	Hold	3,290	–	–	0.06%	194
2024 Q2	$255K	Hold	3,290	–	–	0.05%	197
2024 Q1	$236K	Sell	3,290 -77	-2%	-$5.32K	0.05%	204
2023 Q4	$236K	Hold	3,367	–	–	0.05%	191
2023 Q3	$218K	Buy	3,367 +227	+7%	+$15.8K	0.06%	173
2023 Q2	$221K	Buy	3,140 +20	+0.6%	+$1.43K	0.06%	169
2023 Q1	$217K	Hold	3,120	–	–	0.06%	173
2022 Q4	$223K	Hold	3,120	–	–	0.06%	162
2022 Q3	$212K	Hold	3,120	–	–	0.06%	150
2022 Q2	$222K	Hold	3,120	–	–	0.06%	151
2022 Q1	$226K	Hold	3,120	–	–	0.05%	152
2021 Q4	$214K	Buy	+3,120	New	+$199K	0.05%	150

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

Summit Wealth Partners's SO Position: Q1 2026 in Review

Summit Wealth Partners increased its Southern Company (SO) stake by 6.1% in Q1 2026, buying an estimated $18.5K and bringing the position to 3,490 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #204.

Summit Wealth Partners first reported a position in SO in Q4 2021 and has held it in 18 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Summit Wealth Partners held 3,490 shares of Southern Company worth $337K as of Q1 2026.
Summit Wealth Partners bought 200 Southern Company shares in Q1 2026, an estimated $18.5K.
Southern Company made up 0.05% of Summit Wealth Partners's portfolio in Q1 2026, its #204 holding.
Summit Wealth Partners first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.