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Wealth Quarterback’s Southern Company SO Stock Holding History

Wealth Quarterback’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 		$491K Buy
5,089
+502
+11% +$46.4K 0.19% 86
2025
Q4 		$400K Buy
4,587
+366
+9% +$33.4K 0.14% 111
2025
Q3 		$400K Sell
4,221
-616
-13% -$57.5K 0.15% 104
2025
Q2 		$444K Sell
4,837
-242
-5% -$21.7K 0.21% 90
2025
Q1 		$467K Buy
5,079
+277
+6% +$24K 0.26% 76
2024
Q4 		$395K Sell
4,802
-241
-5% -$21.1K 0.19% 81
2024
Q3 		$455K Sell
5,043
-197
-4% -$16.8K 0.24% 77
2024
Q2 		$406K Sell
5,240
-206
-4% -$15.6K 0.23% 76
2024
Q1 		$391K Buy
5,446
+296
+6% +$20.4K 0.22% 79
2023
Q4 		$361K Buy
5,150
+1,284
+33% +$88.2K 0.22% 84
2023
Q3 		$250K Buy
3,866
+112
+3% +$7.77K 0.22% 89
2023
Q2 		$264K Buy
+3,754
New +$269K 0.18% 90
2021
Q3 		$165K Buy
10,265
+7,496
+271% +$483K 0.11% 121
2021
Q2 		$168K Buy
+2,769
New +$177K 0.1% 126
2020
Q2 		– Sell
-3,697
Closed -$200K – 664
2020
Q1 		$200K Sell
3,697
-13,243
-78% -$839K 0.18% 101
2019
Q4 		$240K Buy
+16,940
New +$1.05M 0.21% 96

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 Quarterback's SO Position: Q1 2026 in Review

Wealth Quarterback increased its Southern Company (SO) stake by 11% in Q1 2026, buying an estimated $46.4K and bringing the position to 5,089 shares worth $491K. The position accounts for 0.19% of the portfolio, ranked #86.

Wealth Quarterback first reported a position in SO in Q4 2019 and has held it in 16 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Wealth Quarterback held 5,089 shares of Southern Company worth $491K as of Q1 2026.
  • Wealth Quarterback bought 502 Southern Company shares in Q1 2026, an estimated $46.4K.
  • Southern Company made up 0.19% of Wealth Quarterback's portfolio in Q1 2026, its #86 holding.
  • Wealth Quarterback first reported a position in Southern Company in Q4 2019 and has held it in 16 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.