Wealthcare Capital Management’s Southern Company SO Stock Holding History

Wealthcare 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	$511K	Sell	5,335 -3	-0.1%	-$282	0.05%	60
2026 Q1	$515K	Buy	+5,338	New	+$494K	0.05%	54
2021 Q2	–	Sell	-169	Closed	-$11K	–	574
2021 Q1	$11K	Buy	+169	New	+$10.1K	﹤0.01%	270
2020 Q2	–	Sell	-62	Closed	-$3K	–	215
2020 Q1	$3K	Sell	62 -10	-14%	-$634	﹤0.01%	219
2019 Q4	$5K	Buy	+72	New	+$4.46K	﹤0.01%	251
2016 Q2	–	Sell	-3,350	Closed	-$173K	–	216
2016 Q1	$173K	Hold	3,350	–	–	0.02%	44
2015 Q4	$157K	Sell	3,350 -300	-8%	-$13.6K	0.02%	50
2015 Q3	$163K	Sell	3,650 -138	-4%	-$6.05K	0.02%	48
2015 Q2	$159K	Buy	3,788 +3,065	+424%	+$134K	0.02%	54
2015 Q1	$32K	Buy	723 +423	+141%	+$20.1K	﹤0.01%	333
2014 Q4	$15K	Hold	300	–	–	﹤0.01%	121
2014 Q3	$13K	Hold	300	–	–	﹤0.01%	132
2014 Q2	$14K	Hold	300	–	–	﹤0.01%	116
2014 Q1	$13K	Hold	300	–	–	﹤0.01%	117
2013 Q4	$12K	Hold	300	–	–	﹤0.01%	77
2013 Q3	$12K	Hold	300	–	–	﹤0.01%	74
2013 Q2	$13K	Buy	+300	New	+$13.8K	﹤0.01%	75

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Wealthcare Capital Management reduced its Southern Company (SO) stake by 0.06% in Q2 2026, selling an estimated $282 and leaving 5,335 shares worth $511K. The position accounts for 0.05% of the portfolio, ranked #60.

Wealthcare Capital Management first reported a position in SO in Q2 2013 and has held it in 17 quarters since. The position peaked at $515K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Wealthcare Capital Management held 5,335 shares of Southern Company worth $511K as of Q2 2026.
Wealthcare Capital Management sold 3 Southern Company shares in Q2 2026, an estimated $282.
Southern Company made up 0.05% of Wealthcare Capital Management's portfolio in Q2 2026, its #60 holding.
Wealthcare Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 17 quarters since.
Wealthcare Capital Management's Southern Company position peaked at $515K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wealthcare Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.