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Trajan Wealth’s Southern Company SO Stock Holding History

Trajan 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
Q2 		$8.18M Buy
85,436
+26,892
+46% +$2.53M 0.31% 79
2026
Q1 		$5.65M Buy
58,544
+4,157
+8% +$385K 0.23% 80
2025
Q4 		$4.74M Buy
54,387
+1,240
+2% +$113K 0.2% 83
2025
Q3 		$5.04M Sell
53,147
-283
-0.5% -$26.4K 0.22% 81
2025
Q2 		$4.91M Buy
53,430
+226
+0.4% +$20.3K 0.24% 77
2025
Q1 		$4.89M Sell
53,204
-1,290
-2% -$112K 0.27% 81
2024
Q4 		$4.49M Buy
54,494
+1,269
+2% +$111K 0.25% 84
2024
Q3 		$4.8M Sell
53,225
-1,579
-3% -$135K 0.28% 77
2024
Q2 		$4.25M Sell
54,804
-583
-1% -$44.2K 0.27% 79
2024
Q1 		$3.97M Buy
+55,387
New +$3.82M 0.27% 87

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Trajan Wealth's SO Position: Q2 2026 in Review

Trajan Wealth increased its Southern Company (SO) stake by 46% in Q2 2026, buying an estimated $2.53M and bringing the position to 85,436 shares worth $8.18M. The position accounts for 0.31% of the portfolio, ranked #79.

Trajan Wealth first reported a position in SO in Q1 2024 and has held it in 10 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Trajan Wealth held 85,436 shares of Southern Company worth $8.18M as of Q2 2026.
  • Trajan Wealth bought 26,892 Southern Company shares in Q2 2026, an estimated $2.53M.
  • Southern Company made up 0.31% of Trajan Wealth's portfolio in Q2 2026, its #79 holding.
  • Trajan Wealth first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.