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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trajan Wealth's SO Position: Q1 2026 in Review

Trajan Wealth increased its Southern Company (SO) stake by 7.6% in Q1 2026, buying an estimated $385K and bringing the position to 58,544 shares worth $5.65M. The position accounts for 0.23% of the portfolio, ranked #80.

Trajan Wealth first reported a position in SO in Q1 2024 and has held it in 9 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Trajan Wealth held 58,544 shares of Southern Company worth $5.65M as of Q1 2026.
Trajan Wealth bought 4,157 Southern Company shares in Q1 2026, an estimated $385K.
Southern Company made up 0.23% of Trajan Wealth's portfolio in Q1 2026, its #80 holding.
Trajan Wealth first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.