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Wealthspire Advisors (New York)’s Southern Company SO Stock Holding History

Wealthspire Advisors (New York)’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 		$1.27M Sell
13,143
-11,787
-47% -$1.09M 0.01% 364
2025
Q4 		$2.17M Buy
24,930
+2,696
+12% +$246K 0.02% 280
2025
Q3 		$2.11M Sell
22,234
-721
-3% -$67.3K 0.01% 271
2025
Q2 		$2.11M Buy
22,955
+302
+1% +$27.1K 0.01% 272
2025
Q1 		$2.08M Buy
22,653
+2,430
+12% +$210K 0.01% 272
2024
Q4 		$1.66M Buy
20,223
+268
+1% +$23.5K 0.02% 270
2024
Q3 		$1.8M Buy
19,955
+248
+1% +$21.2K 0.02% 273
2024
Q2 		$1.53M Buy
19,707
+563
+3% +$42.7K 0.02% 243
2024
Q1 		$1.37M Sell
19,144
-11,962
-38% -$826K 0.02% 259
2023
Q4 		$2.18M Buy
31,106
+9,434
+44% +$648K 0.03% 181
2023
Q3 		$1.4M Sell
21,672
-304
-1% -$21.1K 0.02% 221
2023
Q2 		$1.54M Sell
21,976
-2,528
-10% -$181K 0.03% 181
2023
Q1 		$1.7M Sell
24,504
-616
-2% -$41.5K 0.03% 171
2022
Q4 		$1.79M Buy
25,120
+2,075
+9% +$139K 0.03% 167
2022
Q3 		$1.57M Buy
23,045
+270
+1% +$20.5K 0.03% 170
2022
Q2 		$1.62M Buy
22,775
+3,640
+19% +$267K 0.03% 158
2022
Q1 		$1.39M Buy
19,135
+1,812
+10% +$123K 0.03% 158
2021
Q4 		$1.19M Buy
17,323
+246
+1% +$15.7K 0.03% 207
2021
Q3 		$1.06M Buy
17,077
+12,170
+248% +$784K 0.02% 238
2021
Q2 		$297K Sell
4,907
-24,995
-84% -$1.6M 0.01% 294
2021
Q1 		$1.86M Buy
29,902
+5,376
+22% +$322K 0.04% 182
2020
Q4 		$1.51M Buy
24,526
+18,376
+299% +$1.1M 0.04% 161
2020
Q3 		$333K Sell
6,150
-812
-12% -$43.4K 0.02% 225
2020
Q2 		$361K Sell
6,962
-9,433
-58% -$524K 0.03% 183
2020
Q1 		$888K Buy
16,395
+12,180
+289% +$772K 0.04% 215
2019
Q4 		$268K Buy
+4,215
New +$261K 0.02% 164
2019
Q1 		– Sell
-573
Closed -$25K – 677
2018
Q4 		$25K Buy
+573
New +$26K ﹤0.01% 294

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

Wealthspire Advisors (New York)'s SO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Southern Company (SO) stake by 47% in Q1 2026, selling an estimated $1.09M and leaving 13,143 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #364.

Wealthspire Advisors (New York) first reported a position in SO in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.18M in Q4 2023. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Wealthspire Advisors (New York) held 13,143 shares of Southern Company worth $1.27M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 11,787 Southern Company shares in Q1 2026, an estimated $1.09M.
  • Southern Company made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #364 holding.
  • Wealthspire Advisors (New York) first reported a position in Southern Company in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s Southern Company position peaked at $2.18M in Q4 2023.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.