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	$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 $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

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.