TWM
SO icon

Tradition Wealth Management’s Southern Company SO Stock Holding History

Tradition 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 		$740K Sell
7,662
-140
-2% -$13K 0.05% 232
2025
Q4 		$680K Sell
7,802
-189
-2% -$17.3K 0.05% 242
2025
Q3 		$757K Buy
7,991
+392
+5% +$36.6K 0.06% 223
2025
Q2 		$698K Buy
7,599
+516
+7% +$46.3K 0.06% 224
2025
Q1 		$651K Buy
7,083
+295
+4% +$25.5K 0.06% 219
2024
Q4 		$559K Buy
6,788
+224
+3% +$19.7K 0.05% 231
2024
Q3 		$592K Buy
6,564
+10
+0.2% +$854 0.05% 223
2024
Q2 		$508K Buy
6,554
+566
+9% +$42.9K 0.05% 231
2024
Q1 		$430K Sell
5,988
-222
-4% -$15.3K 0.04% 246
2023
Q4 		$435K Sell
6,210
-123
-2% -$8.45K 0.05% 215
2023
Q3 		$410K Sell
6,333
-988
-13% -$68.6K 0.05% 210
2023
Q2 		$514K Buy
7,321
+20
+0.3% +$1.43K 0.06% 175
2023
Q1 		$508K Buy
7,301
+22
+0.3% +$1.48K 0.06% 168
2022
Q4 		$520K Buy
7,279
+15
+0.2% +$1K 0.07% 159
2022
Q3 		$494K Buy
7,264
+58
+0.8% +$4.39K 0.07% 158
2022
Q2 		$514K Buy
7,206
+8
+0.1% +$587 0.07% 165
2022
Q1 		$522K Buy
7,198
+333
+5% +$22.6K 0.07% 183
2021
Q4 		$471K Buy
6,865
+10
+0.1% +$638 0.06% 190
2021
Q3 		$425K Sell
6,855
-194
-3% -$12.5K 0.06% 187
2021
Q2 		$427K Buy
7,049
+38
+0.5% +$2.43K 0.06% 194
2021
Q1 		$436K Buy
7,011
+332
+5% +$19.9K 0.08% 170
2020
Q4 		$410K Buy
+6,679
New +$402K 0.08% 166

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

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

Tradition Wealth Management reduced its Southern Company (SO) stake by 1.8% in Q1 2026, selling an estimated $13K and leaving 7,662 shares worth $740K. The position accounts for 0.05% of the portfolio, ranked #232.

Tradition Wealth Management first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $757K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Tradition Wealth Management held 7,662 shares of Southern Company worth $740K as of Q1 2026.
  • Tradition Wealth Management sold 140 Southern Company shares in Q1 2026, an estimated $13K.
  • Southern Company made up 0.05% of Tradition Wealth Management's portfolio in Q1 2026, its #232 holding.
  • Tradition Wealth Management first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Southern Company position peaked at $757K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.