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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
Q2 		– Sell
-2,585
Closed -$250K – 576
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 $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

WealthShield Partners's SO Position: Q2 2026 in Review

WealthShield Partners sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,585 shares — an estimated $250K sold.

WealthShield Partners first reported a position in SO in Q1 2021 and held it in 15 quarters. The position peaked at $334K in Q1 2023. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • WealthShield Partners reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 2,585 Southern Company shares in Q2 2026, an estimated $250K.
  • WealthShield Partners first reported a position in Southern Company in Q1 2021 and held it in 15 quarters.
  • WealthShield Partners's Southern Company position peaked at $334K in Q1 2023.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.