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Waypoint Wealth Counsel’s Southern Company SO Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-2,392
Closed -$209K – 284
2025
Q4 		$209K Sell
2,392
-50
-2% -$4.57K 0.08% 260
2025
Q3 		$231K Sell
2,442
-279
-10% -$26K 0.09% 221
2025
Q2 		$250K Buy
2,721
+283
+12% +$25.4K 0.12% 141
2025
Q1 		$224K Buy
2,438
+3
+0.1% +$260 0.14% 100
2024
Q4 		$200K Buy
2,435
+80
+3% +$7.02K 0.13% 93
2024
Q3 		$212K Buy
+2,355
New +$201K 0.14% 94

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

Waypoint Wealth Counsel's SO Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Southern Company (SO) in Q1 2026, closing a stake of 2,392 shares — an estimated $209K sold.

Waypoint Wealth Counsel first reported a position in SO in Q3 2024 and held it in 6 quarters. The position peaked at $250K in Q2 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 2,392 Southern Company shares in Q1 2026, an estimated $209K.
  • Waypoint Wealth Counsel first reported a position in Southern Company in Q3 2024 and held it in 6 quarters.
  • Waypoint Wealth Counsel's Southern Company position peaked at $250K in Q2 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.