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WealthBridge Capital Management’s Southern Company SO Stock Holding History

WealthBridge Capital Management’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 		$362K Sell
3,785
-31
-0.8% -$2.92K 0.07% 173
2026
Q1 		$368K Buy
3,816
+373
+11% +$34.5K 0.08% 155
2025
Q4 		$300K Hold
3,443
– – 0.07% 168
2025
Q3 		$326K Sell
3,443
-17
-0.5% -$1.59K 0.08% 161
2025
Q2 		$318K Hold
3,460
– – 0.08% 164
2025
Q1 		$318K Hold
3,460
– – 0.09% 151
2024
Q4 		$285K Hold
3,460
– – 0.08% 159
2024
Q3 		$312K Sell
3,460
-195
-5% -$16.7K 0.09% 156
2024
Q2 		$284K Sell
3,655
-17
-0.5% -$1.29K 0.09% 140
2024
Q1 		$263K Sell
3,672
-1
-0% -$69 0.09% 145
2023
Q4 		$258K Buy
3,673
+68
+2% +$4.67K 0.1% 138
2023
Q3 		$233K Hold
3,605
– – 0.1% 151
2023
Q2 		$253K Sell
3,605
-4
-0.1% -$287 0.1% 151
2023
Q1 		$251K Buy
3,609
+5
+0.1% +$337 0.1% 165
2022
Q4 		$257K Buy
3,604
+103
+3% +$6.89K 0.11% 161
2022
Q3 		$250K Hold
3,501
– – 0.11% 166
2022
Q2 		$250K Hold
3,501
– – 0.11% 166
2022
Q1 		$254K Hold
3,501
– – 0.1% 152
2021
Q4 		$240K Buy
3,501
+100
+3% +$6.38K 0.09% 152
2021
Q3 		$211K Hold
3,401
– – 0.08% 163
2021
Q2 		$206K Hold
3,401
– – 0.07% 160
2021
Q1 		$211K Buy
3,401
+46
+1% +$2.75K 0.09% 152
2020
Q4 		$206K Buy
+3,355
New +$202K 0.09% 137
2020
Q1 		– Sell
-3,336
Closed -$213K – 133
2019
Q4 		$213K Sell
3,336
-7
-0.2% -$434 0.14% 113
2019
Q3 		$206K Buy
+3,343
New +$194K 0.15% 108
2019
Q2 		– Sell
-3,355
Closed -$176K – 752
2019
Q1 		$176K Buy
3,355
+2
+0.1% +$98 0.11% 120
2018
Q4 		$147K Buy
+3,353
New +$152K 0.11% 126

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

WealthBridge Capital Management's SO Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Southern Company (SO) stake by 0.81% in Q2 2026, selling an estimated $2.92K and leaving 3,785 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #173.

WealthBridge Capital Management first reported a position in SO in Q4 2018 and has held it in 27 quarters since. The position peaked at $368K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • WealthBridge Capital Management held 3,785 shares of Southern Company worth $362K as of Q2 2026.
  • WealthBridge Capital Management sold 31 Southern Company shares in Q2 2026, an estimated $2.92K.
  • Southern Company made up 0.07% of WealthBridge Capital Management's portfolio in Q2 2026, its #173 holding.
  • WealthBridge Capital Management first reported a position in Southern Company in Q4 2018 and has held it in 27 quarters since.
  • WealthBridge Capital Management's Southern Company position peaked at $368K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.