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Tortuga Wealth Management’s Southern Company SO Stock Holding History

Tortuga Wealth Management’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 		$867K Buy
8,984
+56
+0.6% +$5.18K 0.81% 30
2025
Q4 		$779K Buy
+8,928
New +$815K 0.82% 28

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

Tortuga Wealth Management's SO Position: Q1 2026 in Review

Tortuga Wealth Management increased its Southern Company (SO) stake by 0.63% in Q1 2026, buying an estimated $5.18K and bringing the position to 8,984 shares worth $867K. The position accounts for 0.81% of the portfolio, ranked #30.

Tortuga Wealth Management first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Tortuga Wealth Management held 8,984 shares of Southern Company worth $867K as of Q1 2026.
  • Tortuga Wealth Management bought 56 Southern Company shares in Q1 2026, an estimated $5.18K.
  • Southern Company made up 0.81% of Tortuga Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Tortuga Wealth Management first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.