Wells Fargo
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Wells Fargo’s Southern Company SO Stock Holding History

Wells Fargo’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 		$5.79M Buy
+60,000
New +$5.55M ﹤0.01% 2471
2025
Q3 		– Sell
-100,000
Closed -$9.18M – 7363
2025
Q2 		$9.18M Buy
+100,000
New +$8.98M ﹤0.01% 1982
2023
Q2 		– Sell
-199,300
Closed -$13.9M – 7685
2023
Q1 		$13.9M Buy
+199,300
New +$13.4M ﹤0.01% 1358
2022
Q1 		– Sell
-500
Closed -$34K – 7746
2021
Q4 		$34K Buy
+500
New +$31.9K ﹤0.01% 6147

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

Wells Fargo's SO Position: Q1 2026 in Review

Wells Fargo increased its Southern Company (SO) stake by 6.1% in Q1 2026, buying an estimated $22.6M and bringing the position to 4,254,837 shares worth $411M. The position accounts for 0.08% of the portfolio, ranked #232.

Wells Fargo first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $778M in Q4 2016. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Wells Fargo held 4,254,837 shares of Southern Company worth $411M as of Q1 2026.
  • Wells Fargo bought 244,331 Southern Company shares in Q1 2026, an estimated $22.6M.
  • Southern Company made up 0.08% of Wells Fargo's portfolio in Q1 2026, its #232 holding.
  • Wells Fargo first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Southern Company position peaked at $778M in Q4 2016.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.