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	-139,000	Closed	-$13.4M	–	7574
2026 Q1	$13.4M	Buy	+139,000	New	+$12.9M	﹤0.01%	1812
2025 Q3	–	Sell	-1,800	Closed	-$165K	–	7364
2025 Q2	$165K	Buy	+1,800	New	+$162K	﹤0.01%	4880
2024 Q1	–	Sell	-1,300	Closed	-$91.2K	–	7695
2023 Q4	$91.2K	Buy	1,300 +500	+63%	+$34.3K	﹤0.01%	4963
2023 Q3	$51.8K	Buy	+800	New	+$55.5K	﹤0.01%	5162
2023 Q2	–	Sell	-800	Closed	-$55.7K	–	7686
2023 Q1	$55.7K	Sell	800 -100,000	-99%	-$6.73M	﹤0.01%	5111
2022 Q4	$7.2M	Buy	100,800 +800	+0.8%	+$53.5K	﹤0.01%	1792
2022 Q3	$6.8M	Buy	100,000 +99,200	+12,400%	+$7.51M	﹤0.01%	1784
2022 Q2	$57K	Hold	800	–	–	﹤0.01%	4964
2022 Q1	$58K	Hold	800	–	–	﹤0.01%	5579
2021 Q4	$55K	Hold	800	–	–	﹤0.01%	5931
2021 Q3	$50K	Hold	800	–	–	﹤0.01%	5630
2021 Q2	$48K	Hold	800	–	–	﹤0.01%	5576
2021 Q1	$50K	Buy	+800	New	+$47.9K	﹤0.01%	5816
2020 Q3	–	Sell	-1,100	Closed	-$2K	–	6850
2020 Q2	$2K	Sell	1,100 -100	-8%	-$5.56K	﹤0.01%	6112
2020 Q1	$3K	Buy	+1,200	New	+$76K	﹤0.01%	5951
2019 Q3	–	Sell	-900	Closed	-$1K	–	6686
2019 Q2	$1K	Buy	+900	New	+$48.2K	﹤0.01%	6282
2019 Q1	–	Sell	-800	Closed	-$1K	–	6413
2018 Q4	$1K	Buy	+800	New	+$36.4K	﹤0.01%	6304
2014 Q2	–	Sell	-600	Closed	-$1K	–	6266
2014 Q1	$1K	Hold	600	–	–	﹤0.01%	5783
2013 Q4	$2K	Buy	+600	New	+$24.8K	﹤0.01%	5555

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. 2,359 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.
2,359 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.