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Wealthspan Partners’s Southern Company SO Stock Holding History

Wealthspan 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 		$395K Buy
4,122
+3
+0.1% +$282 0.12% 92
2026
Q1 		$398K Buy
4,119
+2
+0% +$185 0.14% 88
2025
Q4 		$359K Buy
4,117
+3
+0.1% +$274 0.13% 90
2025
Q3 		$390K Buy
4,114
+2
+0% +$187 0.15% 85
2025
Q2 		$378K Sell
4,112
-222
-5% -$19.9K 0.16% 84
2025
Q1 		$399K Buy
4,334
+2
+0% +$173 0.18% 70
2024
Q4 		$357K Sell
4,332
-52
-1% -$4.56K 0.17% 79
2024
Q3 		$395K Buy
4,384
+2
+0% +$171 0.2% 77
2024
Q2 		$340K Buy
4,382
+3
+0.1% +$227 0.19% 74
2024
Q1 		$314K Buy
4,379
+188
+4% +$13K 0.19% 76
2023
Q4 		$294K Buy
4,191
+709
+20% +$48.7K 0.21% 69
2023
Q3 		$225K Sell
3,482
-87
-2% -$6.04K 0.18% 74
2023
Q2 		$251K Buy
3,569
+3
+0.1% +$215 0.2% 70
2023
Q1 		$248K Buy
3,566
+3
+0.1% +$202 0.21% 66
2022
Q4 		$254K Buy
3,563
+3
+0.1% +$201 0.23% 64
2022
Q3 		$242K Buy
3,560
+610
+21% +$46.2K 0.25% 63
2022
Q2 		$210K Sell
2,950
-122
-4% -$8.96K 0.22% 63
2022
Q1 		$223K Buy
3,072
+3
+0.1% +$203 0.2% 64
2021
Q4 		$210K Buy
+3,069
New +$196K 0.19% 65

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

Wealthspan Partners's SO Position: Q2 2026 in Review

Wealthspan Partners increased its Southern Company (SO) stake by 0.07% in Q2 2026, buying an estimated $282 and bringing the position to 4,122 shares worth $395K. The position accounts for 0.12% of the portfolio, ranked #92.

Wealthspan Partners first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $399K in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Wealthspan Partners held 4,122 shares of Southern Company worth $395K as of Q2 2026.
  • Wealthspan Partners bought 3 Southern Company shares in Q2 2026, an estimated $282.
  • Southern Company made up 0.12% of Wealthspan Partners's portfolio in Q2 2026, its #92 holding.
  • Wealthspan Partners first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • Wealthspan Partners's Southern Company position peaked at $399K in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.