Western Pacific Wealth Management’s Southern Company SO Stock Holding History

Western Pacific Wealth Management’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	$63.6K	Hold	665	–	–	0.06%	115
2026 Q1	$64.1K	Hold	665	–	–	0.07%	105
2025 Q4	$57.9K	Hold	665	–	–	0.06%	105
2025 Q3	$63K	Hold	665	–	–	0.06%	120
2025 Q2	$61K	Sell	665 -223	-25%	-$20K	0.06%	125
2025 Q1	$81.6K	Hold	888	–	–	0.07%	108
2024 Q4	$73.1K	Buy	888 +216	+32%	+$18.9K	0.06%	128
2024 Q3	$60.6K	Buy	672 +1	+0.1%	+$85	0.04%	156
2024 Q2	$52K	Buy	671 +1	+0.1%	+$76	0.04%	139
2024 Q1	$48.1K	Hold	670	–	–	0.03%	147
2023 Q4	$47K	Buy	670 +1	+0.1%	+$69	0.03%	149
2023 Q3	$43.3K	Hold	669	–	–	0.04%	147
2023 Q2	$47K	Hold	669	–	–	0.04%	147
2023 Q1	$46.5K	Hold	669	–	–	0.04%	149
2022 Q4	$47.8K	Hold	669	–	–	0.04%	135
2022 Q3	$45K	Hold	669	–	–	0.04%	107
2022 Q2	$47K	Hold	669	–	–	0.05%	77
2022 Q1	$48K	Hold	669	–	–	0.04%	95
2021 Q4	$45K	Buy	+669	New	+$42.6K	0.03%	118

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

Western Pacific Wealth Management's SO Position: Q2 2026 in Review

Western Pacific Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 665 shares worth $63.6K. The position accounts for 0.06% of the portfolio, ranked #115.

Western Pacific Wealth Management first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $81.6K in Q1 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Western Pacific Wealth Management held 665 shares of Southern Company worth $63.6K as of Q2 2026.
Western Pacific Wealth Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.06% of Western Pacific Wealth Management's portfolio in Q2 2026, its #115 holding.
Western Pacific Wealth Management first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
Western Pacific Wealth Management's Southern Company position peaked at $81.6K in Q1 2025.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.