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Wealth Dimensions Group’s Southern Company SO Stock Holding History

Wealth Dimensions Group’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 		$696K Sell
7,271
-15
-0.2% -$1.41K 0.12% 86
2026
Q1 		$703K Sell
7,286
-663
-8% -$61.3K 0.14% 78
2025
Q4 		$693K Buy
7,949
+14
+0.2% +$1.28K 0.14% 78
2025
Q3 		$752K Hold
7,935
– – 0.15% 79
2025
Q2 		$729K Buy
7,935
+251
+3% +$22.5K 0.16% 77
2025
Q1 		$707K Sell
7,684
-224
-3% -$19.4K 0.17% 73
2024
Q4 		$651K Buy
7,908
+78
+1% +$6.84K 0.16% 75
2024
Q3 		$706K Sell
7,830
-60
-0.8% -$5.13K 0.18% 66
2024
Q2 		$612K Sell
7,890
-630
-7% -$47.7K 0.17% 70
2024
Q1 		$611K Sell
8,520
-151
-2% -$10.4K 0.18% 68
2023
Q4 		$608K Buy
8,671
+14
+0.2% +$961 0.19% 66
2023
Q3 		$560K Buy
8,657
+44
+0.5% +$3.05K 0.2% 70
2023
Q2 		$605K Sell
8,613
-5
-0.1% -$359 0.22% 62
2023
Q1 		$600K Buy
8,618
+814
+10% +$54.8K 0.23% 59
2022
Q4 		$557K Buy
7,804
+90
+1% +$6.02K 0.23% 58
2022
Q3 		$525K Sell
7,714
-16
-0.2% -$1.21K 0.26% 53
2022
Q2 		$551K Buy
7,730
+9
+0.1% +$661 0.26% 56
2022
Q1 		$560K Buy
7,721
+10
+0.1% +$677 0.26% 66
2021
Q4 		$529K Sell
7,711
-27
-0.3% -$1.72K 0.26% 67
2021
Q3 		$480K Hold
7,738
– – 0.31% 72
2021
Q2 		$468K Hold
7,738
– – 0.32% 69
2021
Q1 		$481K Hold
7,738
– – 0.37% 61
2020
Q4 		$475K Buy
+7,738
New +$465K 0.41% 49

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

Wealth Dimensions Group's SO Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Southern Company (SO) stake by 0.21% in Q2 2026, selling an estimated $1.41K and leaving 7,271 shares worth $696K. The position accounts for 0.12% of the portfolio, ranked #86.

Wealth Dimensions Group first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $752K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wealth Dimensions Group held 7,271 shares of Southern Company worth $696K as of Q2 2026.
  • Wealth Dimensions Group sold 15 Southern Company shares in Q2 2026, an estimated $1.41K.
  • Southern Company made up 0.12% of Wealth Dimensions Group's portfolio in Q2 2026, its #86 holding.
  • Wealth Dimensions Group first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's Southern Company position peaked at $752K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.