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Wealth Enhancement Trust Services’s Southern Company SO Stock Holding History

Wealth Enhancement Trust Services’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 		$69.7K Buy
728
+34
+5% +$3.2K 0.01% 433
2026
Q1 		$67K Sell
694
-28
-4% -$2.59K 0.01% 411
2025
Q4 		$63K Buy
+722
New +$65.9K 0.01% 400

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealth Enhancement Trust Services's SO Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Southern Company (SO) stake by 4.9% in Q2 2026, buying an estimated $3.2K and bringing the position to 728 shares worth $69.7K. The position accounts for 0.01% of the portfolio, ranked #433.

Wealth Enhancement Trust Services first reported a position in SO in Q4 2025 and has held it in 3 quarters since. 1,972 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wealth Enhancement Trust Services held 728 shares of Southern Company worth $69.7K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 34 Southern Company shares in Q2 2026, an estimated $3.2K.
  • Southern Company made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #433 holding.
  • Wealth Enhancement Trust Services first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • 1,972 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.