Trueblood Wealth Management’s Southern Company SO Stock Holding History

Trueblood 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 Q2	$823K	Buy	8,597 +26	+0.3%	+$2.45K	0.29%	112
2026 Q1	$827K	Sell	8,571 -63	-0.7%	-$5.83K	0.32%	97
2025 Q4	$753K	Sell	8,634 -788	-8%	-$71.9K	0.29%	113
2025 Q3	$893K	Buy	9,422 +6	+0.1%	+$560	0.35%	97
2025 Q2	$865K	Sell	9,416 -217	-2%	-$19.5K	0.36%	97
2025 Q1	$886K	Sell	9,633 -5	-0.1%	-$433	0.41%	84
2024 Q4	$793K	Sell	9,638 -24	-0.2%	-$2.11K	0.39%	85
2024 Q3	$871K	Sell	9,662 -156	-2%	-$13.3K	0.44%	75
2024 Q2	$762K	Buy	9,818 +3	+0%	+$227	0.43%	78
2024 Q1	$704K	Sell	9,815 -72	-0.7%	-$4.97K	0.4%	80
2023 Q4	$693K	Buy	+9,887	New	+$679K	0.43%	74

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Trueblood Wealth Management's SO Position: Q2 2026 in Review

Trueblood Wealth Management increased its Southern Company (SO) stake by 0.3% in Q2 2026, buying an estimated $2.45K and bringing the position to 8,597 shares worth $823K. The position accounts for 0.29% of the portfolio, ranked #112.

Trueblood Wealth Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $893K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Trueblood Wealth Management held 8,597 shares of Southern Company worth $823K as of Q2 2026.
Trueblood Wealth Management bought 26 Southern Company shares in Q2 2026, an estimated $2.45K.
Southern Company made up 0.29% of Trueblood Wealth Management's portfolio in Q2 2026, its #112 holding.
Trueblood Wealth Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Southern Company position peaked at $893K in Q3 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.