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Wagner Wealth Management (South Carolina)’s Southern Company SO Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$1.08M Buy
11,286
+140
+1% +$13.2K 0.2% 65
2026
Q1 		$1.08M Buy
11,146
+958
+9% +$88.6K 0.22% 60
2025
Q4 		$888K Buy
10,188
+822
+9% +$75K 0.19% 64
2025
Q3 		$888K Sell
9,366
-114
-1% -$10.6K 0.21% 58
2025
Q2 		$871K Buy
9,480
+701
+8% +$63K 0.2% 57
2025
Q1 		$807K Buy
8,779
+250
+3% +$21.6K 0.2% 56
2024
Q4 		$702K Buy
8,529
+849
+11% +$74.5K 0.18% 60
2024
Q3 		$693K Sell
7,680
-2,274
-23% -$194K 0.19% 59
2024
Q2 		$772K Buy
9,954
+1,068
+12% +$80.9K 0.23% 52
2024
Q1 		$637K Sell
8,886
-607
-6% -$41.9K 0.19% 60
2023
Q4 		$666K Buy
9,493
+570
+6% +$39.1K 0.22% 65
2023
Q3 		$577K Buy
8,923
+741
+9% +$51.4K 0.21% 65
2023
Q2 		$575K Sell
8,182
-80
-1% -$5.74K 0.22% 67
2023
Q1 		$575K Buy
8,262
+1,088
+15% +$73.3K 0.26% 65
2022
Q4 		$512K Buy
7,174
+1,977
+38% +$132K 0.32% 61
2022
Q3 		$353K Sell
5,197
-1,576
-23% -$119K 0.26% 69
2022
Q2 		$483K Buy
6,773
+604
+10% +$44.3K 0.38% 53
2022
Q1 		$447K Buy
6,169
+13
+0.2% +$880 0.31% 74
2021
Q4 		$422K Buy
6,156
+400
+7% +$25.5K 0.32% 65
2021
Q3 		$359K Buy
5,756
+10
+0.2% +$644 0.29% 73
2021
Q2 		$348K Buy
5,746
+21
+0.4% +$1.34K 0.25% 75
2021
Q1 		$356K Buy
5,725
+275
+5% +$16.5K 0.28% 71
2020
Q4 		$335K Buy
+5,450
New +$328K 0.32% 74
2018
Q3 		$325K Buy
7,450
+163
+2% +$7.51K 0.22% 90
2018
Q2 		$337K Buy
7,287
+3,087
+74% +$138K 0.24% 84
2018
Q1 		$188K Sell
4,200
-2,019
-32% -$89.6K 0.14% 110
2017
Q4 		$281K Buy
+6,219
New +$317K 0.21% 92

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 $3.37T AUM 44.26% 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

Wagner Wealth Management (South Carolina)'s SO Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Southern Company (SO) stake by 1.3% in Q2 2026, buying an estimated $13.2K and bringing the position to 11,286 shares worth $1.08M. The position accounts for 0.2% of the portfolio, ranked #65.

Wagner Wealth Management (South Carolina) first reported a position in SO in Q4 2017 and has held it in 27 quarters since. 2,343 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 11,286 shares of Southern Company worth $1.08M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 140 Southern Company shares in Q2 2026, an estimated $13.2K.
  • Southern Company made up 0.2% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #65 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Southern Company in Q4 2017 and has held it in 27 quarters since.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.