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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Uniting Wealth Partners increased its Southern Company (SO) stake by 0.02% in Q1 2026, buying an estimated $93 and bringing the position to 4,134 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #125.

Uniting Wealth Partners first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Uniting Wealth Partners held 4,134 shares of Southern Company worth $399K as of Q1 2026.
  • Uniting Wealth Partners bought 1 Southern Company share in Q1 2026, an estimated $93.
  • Southern Company made up 0.08% of Uniting Wealth Partners's portfolio in Q1 2026, its #125 holding.
  • Uniting Wealth Partners first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.