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WealthTrust Asset Management’s Southern Company SO Stock Holding History

WealthTrust Asset 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 		$344K Buy
3,595
+4
+0.1% +$377 0.19% 71
2026
Q1 		$347K Buy
3,591
+689
+24% +$63.7K 0.21% 59
2025
Q4 		$253K Buy
2,902
+4
+0.1% +$365 0.18% 64
2025
Q3 		$275K Buy
2,898
+3
+0.1% +$280 0.19% 65
2025
Q2 		$266K Sell
2,895
-389
-12% -$34.9K 0.2% 63
2025
Q1 		$302K Buy
3,284
+4
+0.1% +$346 0.22% 63
2024
Q4 		$270K Buy
3,280
+34
+1% +$2.98K 0.19% 71
2024
Q3 		$293K Buy
3,246
+5
+0.2% +$427 0.22% 69
2024
Q2 		$251K Buy
3,241
+5
+0.2% +$379 0.18% 76
2024
Q1 		$232K Buy
3,236
+7
+0.2% +$483 0.18% 75
2023
Q4 		$226K Buy
3,229
+6
+0.2% +$412 0.19% 74
2023
Q3 		$209K Buy
3,223
+6
+0.2% +$416 0.19% 69
2023
Q2 		$226K Buy
3,217
+6
+0.2% +$430 0.2% 63
2023
Q1 		$223K Sell
3,211
-74
-2% -$4.98K 0.21% 66
2022
Q4 		$235K Buy
3,285
+6
+0.2% +$401 0.23% 58
2022
Q3 		$223K Buy
3,279
+7
+0.2% +$530 0.24% 59
2022
Q2 		$233K Buy
3,272
+8
+0.2% +$587 0.22% 65
2022
Q1 		$237K Sell
3,264
-72
-2% -$4.88K 0.17% 70
2021
Q4 		$229K Buy
3,336
+8
+0.2% +$510 0.15% 69
2021
Q3 		$206K Buy
+3,328
New +$214K 0.18% 64

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

WealthTrust Asset Management's SO Position: Q2 2026 in Review

WealthTrust Asset Management increased its Southern Company (SO) stake by 0.11% in Q2 2026, buying an estimated $377 and bringing the position to 3,595 shares worth $344K. The position accounts for 0.19% of the portfolio, ranked #71.

WealthTrust Asset Management first reported a position in SO in Q3 2021 and has held it in 20 quarters since. The position peaked at $347K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • WealthTrust Asset Management held 3,595 shares of Southern Company worth $344K as of Q2 2026.
  • WealthTrust Asset Management bought 4 Southern Company shares in Q2 2026, an estimated $377.
  • Southern Company made up 0.19% of WealthTrust Asset Management's portfolio in Q2 2026, its #71 holding.
  • WealthTrust Asset Management first reported a position in Southern Company in Q3 2021 and has held it in 20 quarters since.
  • WealthTrust Asset Management's Southern Company position peaked at $347K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on WealthTrust Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.