WealthTrust Axiom’s Southern Company SO Stock Holding History

WealthTrust Axiom’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	$497K	Buy	5,147 +9	+0.2%	+$833	0.12%	146
2025 Q4	$448K	Hold	5,138	–	–	0.12%	153
2025 Q3	$487K	Hold	5,138	–	–	0.13%	144
2025 Q2	$472K	Hold	5,138	–	–	0.14%	141
2025 Q1	$472K	Hold	5,138	–	–	0.14%	134
2024 Q4	$423K	Hold	5,138	–	–	0.13%	149
2024 Q3	$463K	Hold	5,138	–	–	0.14%	142
2024 Q2	$399K	Hold	5,138	–	–	0.13%	153
2024 Q1	$369K	Buy	5,138 +1	+0%	+$69	0.12%	160
2023 Q4	$360K	Buy	5,137 +100	+2%	+$6.87K	0.12%	158
2023 Q3	$326K	Hold	5,037	–	–	0.12%	160
2023 Q2	$354K	Hold	5,037	–	–	0.12%	165
2023 Q1	$351K	Hold	5,037	–	–	0.12%	167
2022 Q4	$360K	Sell	5,037 -1	-0%	-$67	0.13%	153
2022 Q3	$342K	Hold	5,038	–	–	0.13%	149
2022 Q2	$359K	Hold	5,038	–	–	0.13%	149
2022 Q1	$365K	Buy	5,038 +200	+4%	+$13.5K	0.11%	161
2021 Q4	$331K	Hold	4,838	–	–	0.11%	170
2021 Q3	$299K	Hold	4,838	–	–	0.1%	169
2021 Q2	$292K	Hold	4,838	–	–	0.09%	181
2021 Q1	$300K	Hold	4,838	–	–	0.1%	167
2020 Q4	$297K	Hold	4,838	–	–	0.11%	167
2020 Q3	$262K	Hold	4,838	–	–	0.11%	147
2020 Q2	$250K	Hold	4,838	–	–	0.11%	146
2020 Q1	$261K	Hold	4,838	–	–	0.13%	138
2019 Q4	$308K	Hold	4,838	–	–	0.1%	152
2019 Q3	$298K	Hold	4,838	–	–	0.11%	151
2019 Q2	$267K	Hold	4,838	–	–	0.09%	168
2019 Q1	$250K	Hold	4,838	–	–	0.09%	174
2018 Q4	$212K	Hold	4,838	–	–	0.09%	175
2018 Q3	$210K	Hold	4,838	–	–	0.07%	202
2018 Q2	$224K	Hold	4,838	–	–	0.08%	192
2018 Q1	$216K	Sell	4,838 -252	-5%	-$11.2K	0.08%	194
2017 Q4	$244K	Hold	5,090	–	–	0.09%	185
2017 Q3	$250K	Sell	5,090 -200	-4%	-$9.7K	0.1%	178
2017 Q2	$253K	Sell	5,290 -80	-1%	-$4.01K	0.1%	182
2017 Q1	$267K	Sell	5,370 -1,018	-16%	-$50.3K	0.1%	176
2016 Q4	$314K	Hold	6,388	–	–	0.11%	152
2016 Q3	$327K	Hold	6,388	–	–	0.12%	140
2016 Q2	$342K	Hold	6,388	–	–	0.13%	134
2016 Q1	$330K	Hold	6,388	–	–	0.13%	136
2015 Q4	$298K	Hold	6,388	–	–	0.12%	140
2015 Q3	$285K	Hold	6,388	–	–	0.12%	137
2015 Q2	$267K	Hold	6,388	–	–	0.1%	163
2015 Q1	$282K	Hold	6,388	–	–	0.1%	155
2014 Q4	$313K	Sell	6,388 -200	-3%	-$9.45K	0.11%	145
2014 Q3	$287K	Hold	6,588	–	–	0.1%	149
2014 Q2	$298K	Hold	6,588	–	–	0.1%	149
2014 Q1	$289K	Buy	6,588 +622	+10%	+$26.1K	0.1%	137
2013 Q4	$245K	Hold	5,966	–	–	0.09%	145
2013 Q3	$245K	Sell	5,966 -780	-12%	-$33.6K	0.1%	138
2013 Q2	$297K	Buy	+6,746	New	+$310K	0.13%	121

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WealthTrust Axiom's SO Position: Q1 2026 in Review

WealthTrust Axiom increased its Southern Company (SO) stake by 0.18% in Q1 2026, buying an estimated $833 and bringing the position to 5,147 shares worth $497K. The position accounts for 0.12% of the portfolio, ranked #146.

WealthTrust Axiom first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

WealthTrust Axiom held 5,147 shares of Southern Company worth $497K as of Q1 2026.
WealthTrust Axiom bought 9 Southern Company shares in Q1 2026, an estimated $833.
Southern Company made up 0.12% of WealthTrust Axiom's portfolio in Q1 2026, its #146 holding.
WealthTrust Axiom first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.