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WealthShield Partners’s Southern Company SO Stock Holding History

WealthShield Partners’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 		$250K Sell
2,585
-5
-0.2% -$463 0.03% 314
2025
Q4 		$226K Buy
2,590
+2
+0.1% +$183 0.02% 321
2025
Q3 		$245K Sell
2,588
-1
-0% -$93 0.03% 301
2025
Q2 		$238K Buy
2,589
+129
+5% +$11.6K 0.03% 300
2025
Q1 		$226K Buy
+2,460
New +$213K 0.03% 297
2024
Q4 		– Sell
-2,254
Closed -$203K – 517
2024
Q3 		$203K Buy
+2,254
New +$193K 0.03% 295
2023
Q4 		– Sell
-4,099
Closed -$265K – 505
2023
Q3 		$265K Buy
4,099
+264
+7% +$18.3K 0.04% 266
2023
Q2 		$269K Sell
3,835
-966
-20% -$69.3K 0.04% 264
2023
Q1 		$334K Buy
4,801
+1,967
+69% +$132K 0.05% 238
2022
Q4 		$202K Buy
+2,834
New +$189K 0.04% 281
2022
Q3 		– Sell
-2,824
Closed -$201K – 309
2022
Q2 		$201K Sell
2,824
-158
-5% -$11.6K 0.04% 283
2022
Q1 		$216K Sell
2,982
-358
-11% -$24.2K 0.03% 307
2021
Q4 		$229K Buy
+3,340
New +$213K 0.04% 261
2021
Q3 		– Sell
-2,379
Closed -$144K – 663
2021
Q2 		$144K Buy
2,379
+1
+0% +$64 0.02% 307
2021
Q1 		$148K Buy
+2,378
New +$142K 0.03% 292

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

WealthShield Partners's SO Position: Q1 2026 in Review

WealthShield Partners reduced its Southern Company (SO) stake by 0.19% in Q1 2026, selling an estimated $463 and leaving 2,585 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #314.

WealthShield Partners first reported a position in SO in Q1 2021 and has held it in 15 quarters since. The position peaked at $334K in Q1 2023. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • WealthShield Partners held 2,585 shares of Southern Company worth $250K as of Q1 2026.
  • WealthShield Partners sold 5 Southern Company shares in Q1 2026, an estimated $463.
  • Southern Company made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #314 holding.
  • WealthShield Partners first reported a position in Southern Company in Q1 2021 and has held it in 15 quarters since.
  • WealthShield Partners's Southern Company position peaked at $334K in Q1 2023.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.