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 Q2	–	Sell	-60,000	Closed	-$5.79M	–	7573
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 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

Wells Fargo's SO Position: Q2 2026 in Review

Wells Fargo increased its Southern Company (SO) stake by 1.2% in Q2 2026, buying an estimated $4.89M and bringing the position to 4,306,728 shares worth $412M. The position accounts for 0.07% of the portfolio, ranked #238.

Wells Fargo first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $778M in Q4 2016. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Wells Fargo held 4,306,728 shares of Southern Company worth $412M as of Q2 2026.
Wells Fargo bought 51,891 Southern Company shares in Q2 2026, an estimated $4.89M.
Southern Company made up 0.07% of Wells Fargo's portfolio in Q2 2026, its #238 holding.
Wells Fargo first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
Wells Fargo's Southern Company position peaked at $778M in Q4 2016.
2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.