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Wealth Management Associates’s Southern Company SO Stock Holding History

Wealth Management Associates’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 		$519K Hold
5,423
– – 0.14% 129
2026
Q1 		$523K Hold
5,423
– – 0.18% 111
2025
Q4 		$473K Hold
5,423
– – 0.16% 117
2025
Q3 		$514K Buy
5,423
+500
+10% +$46.7K 0.18% 101
2025
Q2 		$452K Buy
4,923
+130
+3% +$11.7K 0.18% 109
2025
Q1 		$441K Sell
4,793
-730
-13% -$63.2K 0.19% 103
2024
Q4 		$455K Sell
5,523
-500
-8% -$43.9K 0.19% 100
2024
Q3 		$543K Buy
6,023
+1,256
+26% +$107K 0.24% 87
2024
Q2 		$370K Hold
4,767
– – 0.17% 119
2024
Q1 		$370K Buy
4,767
+159
+3% +$11K 0.17% 119
2023
Q4 		$323K Buy
4,608
+41
+0.9% +$2.81K 0.17% 132
2023
Q3 		$296K Buy
4,567
+546
+14% +$37.9K 0.17% 127
2023
Q2 		$282K Sell
4,021
-39
-1% -$2.8K 0.16% 137
2023
Q1 		$282K Buy
4,060
+810
+25% +$54.5K 0.17% 138
2022
Q4 		$232K Sell
3,250
-500
-13% -$33.4K 0.15% 157
2022
Q3 		$255K Buy
3,750
+500
+15% +$37.9K 0.18% 142
2022
Q2 		$232K Hold
3,250
– – 0.16% 153
2022
Q1 		$236K Hold
3,250
– – 0.13% 172
2021
Q4 		$223K Hold
3,250
– – 0.12% 178
2021
Q3 		$201K Buy
+3,250
New +$209K 0.12% 184
2021
Q2 		– Sell
-3,586
Closed -$223K – 209
2021
Q1 		$223K Hold
3,586
– – 0.14% 165
2020
Q4 		$220K Buy
+3,586
New +$216K 0.14% 163

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 Management Associates's SO Position: Q2 2026 in Review

Wealth Management Associates held its Southern Company (SO) position steady in Q2 2026 at 5,423 shares worth $519K. The position accounts for 0.14% of the portfolio, ranked #129.

Wealth Management Associates first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $543K in Q3 2024. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wealth Management Associates held 5,423 shares of Southern Company worth $519K as of Q2 2026.
  • Wealth Management Associates left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.14% of Wealth Management Associates's portfolio in Q2 2026, its #129 holding.
  • Wealth Management Associates first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Wealth Management Associates's Southern Company position peaked at $543K in Q3 2024.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.