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Uniting Wealth Partners’s Southern Company SO Stock Holding History

Uniting 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
Q2 		$340K Sell
3,549
-585
-14% -$55.1K 0.07% 142
2026
Q1 		$399K Buy
4,134
+1
+0% +$93 0.08% 125
2025
Q4 		$360K Buy
4,133
+4
+0.1% +$365 0.11% 104
2025
Q3 		$391K Buy
4,129
+546
+15% +$51K 0.09% 113
2025
Q2 		$329K Hold
3,583
– – 0.13% 80
2025
Q1 		$329K Hold
3,583
– – 0.17% 65
2024
Q4 		$295K Buy
+3,583
New +$314K 0.14% 74

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 $3.38T AUM 44.17% 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

Uniting Wealth Partners's SO Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Southern Company (SO) stake by 14% in Q2 2026, selling an estimated $55.1K and leaving 3,549 shares worth $340K. The position accounts for 0.07% of the portfolio, ranked #142.

Uniting Wealth Partners first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $399K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Uniting Wealth Partners held 3,549 shares of Southern Company worth $340K as of Q2 2026.
  • Uniting Wealth Partners sold 585 Southern Company shares in Q2 2026, an estimated $55.1K.
  • Southern Company made up 0.07% of Uniting Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • Uniting Wealth Partners first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Southern Company position peaked at $399K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.