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Wealth Alliance’s Southern Company SO Stock Holding History

Wealth Alliance’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 		$743K Sell
7,695
-409
-5% -$37.8K 0.07% 227
2025
Q4 		$707K Buy
8,104
+367
+5% +$33.5K 0.07% 242
2025
Q3 		$733K Sell
7,737
-1,099
-12% -$103K 0.08% 225
2025
Q2 		$811K Sell
8,836
-1,856
-17% -$167K 0.09% 203
2025
Q1 		$983K Sell
10,692
-6
-0.1% -$519 0.12% 167
2024
Q4 		$881K Sell
10,698
-6
-0.1% -$526 0.11% 180
2024
Q3 		$965K Sell
10,704
-4,945
-32% -$422K 0.12% 172
2024
Q2 		$1.21M Sell
15,649
-2,763
-15% -$209K 0.16% 129
2024
Q1 		$1.32M Buy
18,412
+460
+3% +$31.8K 0.17% 124
2023
Q4 		$1.26M Sell
17,952
-105
-0.6% -$7.21K 0.18% 116
2023
Q3 		$1.17M Buy
18,057
+568
+3% +$39.4K 0.18% 117
2023
Q2 		$1.23M Sell
17,489
-215
-1% -$15.4K 0.18% 119
2023
Q1 		$1.23M Buy
17,704
+732
+4% +$49.3K 0.2% 113
2022
Q4 		$1.21M Buy
16,972
+659
+4% +$44.1K 0.22% 112
2022
Q3 		$1.11M Buy
16,313
+407
+3% +$30.8K 0.22% 103
2022
Q2 		$1.14M Sell
15,906
-1,691
-10% -$124K 0.22% 105
2022
Q1 		$1.28M Buy
17,597
+87
+0.5% +$5.89K 0.26% 84
2021
Q4 		$1.2M Buy
17,510
+1,405
+9% +$89.6K 0.24% 92
2021
Q3 		$998K Buy
16,105
+46
+0.3% +$2.96K 0.22% 100
2021
Q2 		$972K Buy
16,059
+2,932
+22% +$188K 0.23% 106
2021
Q1 		$816K Sell
13,127
-1,381
-10% -$82.7K 0.23% 112
2020
Q4 		$892K Buy
14,508
+2,831
+24% +$170K 0.26% 89
2020
Q3 		$633K Buy
11,677
+907
+8% +$48.5K 0.23% 114
2020
Q2 		$558K Buy
10,770
+2,965
+38% +$165K 0.22% 120
2020
Q1 		$423K Buy
+7,805
New +$494K 0.23% 118

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

Wealth Alliance's SO Position: Q1 2026 in Review

Wealth Alliance reduced its Southern Company (SO) stake by 5% in Q1 2026, selling an estimated $37.8K and leaving 7,695 shares worth $743K. The position accounts for 0.07% of the portfolio, ranked #227.

Wealth Alliance first reported a position in SO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.32M in Q1 2024. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Wealth Alliance held 7,695 shares of Southern Company worth $743K as of Q1 2026.
  • Wealth Alliance sold 409 Southern Company shares in Q1 2026, an estimated $37.8K.
  • Southern Company made up 0.07% of Wealth Alliance's portfolio in Q1 2026, its #227 holding.
  • Wealth Alliance first reported a position in Southern Company in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Southern Company position peaked at $1.32M in Q1 2024.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.