Tyche Wealth Partners’s Southern Company SO Stock Holding History

Tyche Wealth Partners’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	$2.68M	Buy	27,784 +21	+0.1%	+$1.94K	0.41%	55
2025 Q4	$2.42M	Sell	27,763 -240	-0.9%	-$21.9K	0.38%	60
2025 Q3	$2.65M	Sell	28,003 -118	-0.4%	-$11K	0.47%	52
2025 Q2	$2.58M	Buy	28,121 +31	+0.1%	+$2.78K	0.52%	44
2025 Q1	$2.58M	Buy	28,090 +1,514	+6%	+$131K	0.56%	41
2024 Q4	$2.19M	Sell	26,576 -328	-1%	-$28.8K	0.46%	45
2024 Q3	$2.43M	Sell	26,904 -572	-2%	-$48.9K	0.55%	39
2024 Q2	$2.13M	Buy	27,476 +3,291	+14%	+$249K	0.52%	40
2024 Q1	$1.74M	Buy	24,185 +635	+3%	+$43.8K	0.42%	50
2023 Q4	$1.65M	Buy	+23,550	New	+$1.62M	0.4%	51

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

Tyche Wealth Partners's SO Position: Q1 2026 in Review

Tyche Wealth Partners increased its Southern Company (SO) stake by 0.08% in Q1 2026, buying an estimated $1.94K and bringing the position to 27,784 shares worth $2.68M. The position accounts for 0.41% of the portfolio, ranked #55.

Tyche Wealth Partners first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Tyche Wealth Partners held 27,784 shares of Southern Company worth $2.68M as of Q1 2026.
Tyche Wealth Partners bought 21 Southern Company shares in Q1 2026, an estimated $1.94K.
Southern Company made up 0.41% of Tyche Wealth Partners's portfolio in Q1 2026, its #55 holding.
Tyche Wealth Partners first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Tyche Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.