Wedgewood Investors’s Southern Company SO Stock Holding History

Wedgewood Investors’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	$314K	Buy	3,285 +105	+3%	+$9.89K	0.32%	76
2026 Q1	$307K	Sell	3,180 -20	-0.6%	-$1.85K	0.35%	71
2025 Q4	$279K	Hold	3,200	–	–	0.32%	78
2025 Q3	$303K	Sell	3,200 -250	-7%	-$23.3K	0.33%	70
2025 Q2	$317K	Hold	3,450	–	–	0.36%	66
2025 Q1	$317K	Hold	3,450	–	–	0.38%	66
2024 Q4	$284K	Hold	3,450	–	–	0.33%	77
2024 Q3	$311K	Hold	3,450	–	–	0.34%	76
2024 Q2	$268K	Buy	+3,450	New	+$261K	0.32%	80
2023 Q4	$242K	Sell	3,450 -400	-10%	-$27.5K	0.3%	86
2023 Q3	$249K	Hold	3,850	–	–	0.34%	78
2023 Q2	$270K	Buy	3,850 +275	+8%	+$19.7K	0.35%	77
2023 Q1	$249K	Buy	3,575 +425	+13%	+$28.6K	0.33%	81
2022 Q4	$225K	Hold	3,150	–	–	0.3%	89
2022 Q3	$214K	Hold	3,150	–	–	0.33%	76
2022 Q2	$225K	Hold	3,150	–	–	0.32%	81
2022 Q1	$228K	Hold	3,150	–	–	0.28%	90
2021 Q4	$216K	Buy	+3,150	New	+$201K	0.25%	91
2021 Q2	–	Sell	-3,500	Closed	-$218K	–	96
2021 Q1	$218K	Sell	3,500 -250	-7%	-$15K	0.27%	92
2020 Q4	$230K	Buy	+3,750	New	+$225K	0.3%	83
2020 Q1	–	Sell	-3,250	Closed	-$207K	–	83
2019 Q4	$207K	Sell	3,250 -200	-6%	-$12.4K	0.3%	87
2019 Q3	$213K	Buy	+3,450	New	+$200K	0.32%	82
2018 Q3	–	Sell	-4,350	Closed	-$201K	–	87
2018 Q2	$201K	Buy	+4,350	New	+$195K	0.34%	83
2018 Q1	–	Sell	-4,650	Closed	-$224K	–	130
2017 Q4	$224K	Sell	4,650 -15	-0.3%	-$764	0.18%	109
2017 Q3	$229K	Hold	4,665	–	–	0.19%	108
2017 Q2	$223K	Sell	4,665 -300	-6%	-$15K	0.19%	109
2017 Q1	$247K	Hold	4,965	–	–	0.22%	99
2016 Q4	$244K	Buy	4,965 +300	+6%	+$14.7K	0.22%	98
2016 Q3	$239K	Hold	4,665	–	–	0.22%	96
2016 Q2	$250K	Hold	4,665	–	–	0.24%	93
2016 Q1	$241K	Sell	4,665 -350	-7%	-$17.1K	0.24%	90
2015 Q4	$235K	Hold	5,015	–	–	0.24%	92
2015 Q3	$224K	Hold	5,015	–	–	0.23%	96
2015 Q2	$210K	Hold	5,015	–	–	0.2%	112
2015 Q1	$222K	Hold	5,015	–	–	0.22%	108
2014 Q4	$246K	Hold	5,015	–	–	0.24%	95
2014 Q3	$219K	Buy	5,015 +250	+5%	+$11K	0.23%	101
2014 Q2	$216K	Hold	4,765	–	–	0.22%	106
2014 Q1	$209K	Buy	+4,765	New	+$200K	0.23%	109
2013 Q3	–	Sell	-4,765	Closed	-$210K	–	121
2013 Q2	$210K	Buy	+4,765	New	+$219K	0.27%	99

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wedgewood Investors's SO Position: Q2 2026 in Review

Wedgewood Investors increased its Southern Company (SO) stake by 3.3% in Q2 2026, buying an estimated $9.89K and bringing the position to 3,285 shares worth $314K. The position accounts for 0.32% of the portfolio, ranked #76.

Wedgewood Investors first reported a position in SO in Q2 2013 and has held it in 40 quarters since. The position peaked at $317K in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Wedgewood Investors held 3,285 shares of Southern Company worth $314K as of Q2 2026.
Wedgewood Investors bought 105 Southern Company shares in Q2 2026, an estimated $9.89K.
Southern Company made up 0.32% of Wedgewood Investors's portfolio in Q2 2026, its #76 holding.
Wedgewood Investors first reported a position in Southern Company in Q2 2013 and has held it in 40 quarters since.
Wedgewood Investors's Southern Company position peaked at $317K in Q1 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.