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TD Private Client Wealth’s Southern Company SO Stock Holding History

TD Private Client Wealth’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 		$1.8M Buy
18,656
+454
+2% +$42K 0.04% 267
2025
Q4 		$1.59M Sell
18,202
-1,409
-7% -$129K 0.03% 282
2025
Q3 		$1.86M Sell
19,611
-2,125
-10% -$198K 0.04% 251
2025
Q2 		$2M Sell
21,736
-5,748
-21% -$516K 0.05% 240
2025
Q1 		$2.53M Buy
27,484
+1,083
+4% +$93.8K 0.07% 193
2024
Q4 		$2.17M Sell
26,401
-465
-2% -$40.8K 0.06% 217
2024
Q3 		$2.42M Sell
26,866
-12,605
-32% -$1.08M 0.07% 217
2024
Q2 		$3.06M Sell
39,471
-4,760
-11% -$361K 0.1% 152
2024
Q1 		$3.17M Sell
44,231
-7,486
-14% -$517K 0.1% 152
2023
Q4 		$3.63M Sell
51,717
-8,241
-14% -$566K 0.13% 137
2023
Q3 		$3.88M Sell
59,958
-5,198
-8% -$361K 0.17% 123
2023
Q2 		$4.58M Sell
65,156
-10,503
-14% -$753K 0.2% 113
2023
Q1 		$5.26M Buy
75,659
+1,126
+2% +$75.8K 0.24% 97
2022
Q4 		$5.32M Buy
74,533
+4,441
+6% +$297K 0.25% 91
2022
Q3 		$4.77M Buy
70,092
+4,298
+7% +$326K 0.24% 92
2022
Q2 		$4.69M Sell
65,794
-5,824
-8% -$428K 0.23% 100
2022
Q1 		$5.19M Buy
71,618
+1,876
+3% +$127K 0.22% 106
2021
Q4 		$4.78M Sell
69,742
-8,322
-11% -$531K 0.2% 112
2021
Q3 		$4.84M Buy
78,064
+1,581
+2% +$102K 0.21% 106
2021
Q2 		$4.63M Sell
76,483
-1,307
-2% -$83.6K 0.2% 110
2021
Q1 		$4.84M Sell
77,790
-1,242
-2% -$74.4K 0.23% 105
2020
Q4 		$4.85M Buy
79,032
+9,228
+13% +$555K 0.25% 92
2020
Q3 		$3.78M Sell
69,804
-2,534
-4% -$135K 0.21% 107
2020
Q2 		$3.75M Buy
72,338
+22,053
+44% +$1.23M 0.22% 94
2020
Q1 		$2.72M Sell
50,285
-14,194
-22% -$899K 0.19% 112
2019
Q4 		$4.11M Buy
+64,479
New +$4M 0.25% 98

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

TD Private Client Wealth's SO Position: Q1 2026 in Review

TD Private Client Wealth increased its Southern Company (SO) stake by 2.5% in Q1 2026, buying an estimated $42K and bringing the position to 18,656 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #267.

TD Private Client Wealth first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.32M in Q4 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • TD Private Client Wealth held 18,656 shares of Southern Company worth $1.8M as of Q1 2026.
  • TD Private Client Wealth bought 454 Southern Company shares in Q1 2026, an estimated $42K.
  • Southern Company made up 0.04% of TD Private Client Wealth's portfolio in Q1 2026, its #267 holding.
  • TD Private Client Wealth first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Southern Company position peaked at $5.32M in Q4 2022.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.