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Tower View Wealth Management’s Southern Company SO Stock Holding History

Tower View 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 		$18.9K Buy
196
+2
+1% +$185 0.01% 127
2025
Q4 		$16.9K Buy
194
+2
+1% +$183 0.01% 114
2025
Q3 		$18.2K Buy
192
+1
+0.5% +$93 0.01% 110
2025
Q2 		$17.5K Buy
191
+2
+1% +$180 0.01% 122
2025
Q1 		$17.4K Buy
189
+1
+0.5% +$87 0.01% 107
2024
Q4 		$15.5K Buy
188
+2
+1% +$175 0.01% 112
2024
Q3 		$16.8K Buy
186
+1
+0.5% +$85 0.01% 112
2024
Q2 		$14.4K Buy
185
+1
+0.5% +$76 0.01% 116
2024
Q1 		$13.2K Buy
184
+2
+1% +$138 0.01% 124
2023
Q4 		$13K Buy
182
+41
+29% +$2.81K 0.01% 119
2023
Q3 		$9K Buy
141
+2
+1% +$139 0.01% 120
2023
Q2 		$10K Buy
139
+1
+0.7% +$72 0.01% 120
2023
Q1 		$10K Buy
138
+1
+0.7% +$67 0.01% 115
2022
Q4 		$10K Buy
137
+2
+1% +$134 0.01% 119
2022
Q3 		$9K Buy
135
+1
+0.7% +$76 0.01% 121
2022
Q2 		$10K Buy
134
+1
+0.8% +$73 0.01% 118
2022
Q1 		$10K Buy
133
+1
+0.8% +$68 0.01% 150
2021
Q4 		$9K Buy
132
+2
+2% +$128 ﹤0.01% 159
2021
Q3 		$8K Buy
130
+1
+0.8% +$64 ﹤0.01% 192
2021
Q2 		$8K Buy
129
+1
+0.8% +$64 ﹤0.01% 140
2021
Q1 		$8K Buy
128
+2
+2% +$120 ﹤0.01% 143
2020
Q4 		$8K Buy
126
+1
+0.8% +$60 ﹤0.01% 142
2020
Q3 		$7K Buy
125
+1
+0.8% +$53 ﹤0.01% 124
2020
Q2 		$6K Buy
124
+2
+2% +$111 ﹤0.01% 122
2020
Q1 		$7K Buy
122
+1
+0.8% +$63 0.01% 98
2019
Q4 		$8K Buy
121
+1
+0.8% +$62 0.01% 119
2019
Q3 		$7K Buy
120
+1
+0.8% +$58 0.01% 117
2019
Q2 		$7K Buy
119
+2
+2% +$107 0.01% 114
2019
Q1 		$6K Buy
117
+1
+0.9% +$49 0.01% 121
2018
Q4 		$5K Sell
116
-999
-90% -$45.4K 0.01% 119
2018
Q3 		$49K Buy
1,115
+2
+0.2% +$92 0.04% 92
2018
Q2 		$52K Buy
1,113
+2
+0.2% +$90 0.05% 85
2018
Q1 		$50K Buy
1,111
+1
+0.1% +$44 0.05% 88
2017
Q4 		$53K Buy
+1,110
New +$56.6K 0.05% 90

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

Tower View Wealth Management's SO Position: Q1 2026 in Review

Tower View Wealth Management increased its Southern Company (SO) stake by 1% in Q1 2026, buying an estimated $185 and bringing the position to 196 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #127.

Tower View Wealth Management first reported a position in SO in Q4 2017 and has held it in 34 quarters since. The position peaked at $53K in Q4 2017. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Tower View Wealth Management held 196 shares of Southern Company worth $18.9K as of Q1 2026.
  • Tower View Wealth Management bought 2 Southern Company shares in Q1 2026, an estimated $185.
  • Southern Company made up 0.01% of Tower View Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Tower View Wealth Management first reported a position in Southern Company in Q4 2017 and has held it in 34 quarters since.
  • Tower View Wealth Management's Southern Company position peaked at $53K in Q4 2017.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.