Western Wealth Management
SO icon

Western Wealth Management’s Southern Company SO Stock Holding History

Western 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
Q3 		$1.21M Sell
14,652
-8,833
-38% -$805K 0.04% 421
2026
Q2 		$2.25M Sell
23,485
-97
-0.4% -$9.13K 0.07% 281
2026
Q1 		$2.28M Buy
23,582
+8,069
+52% +$746K 0.09% 254
2025
Q4 		$1.35M Buy
15,513
+1,788
+13% +$163K 0.06% 288
2025
Q3 		$1.3M Buy
13,725
+1,355
+11% +$126K 0.07% 253
2025
Q2 		$1.14M Sell
12,370
-759
-6% -$68.2K 0.07% 250
2025
Q1 		$1.21M Sell
13,129
-8,099
-38% -$701K 0.08% 218
2024
Q4 		$1.75M Buy
21,228
+37
+0.2% +$3.25K 0.09% 219
2024
Q3 		$1.91M Buy
21,191
+7,932
+60% +$678K 0.11% 190
2024
Q2 		$1.03M Buy
13,259
+422
+3% +$32K 0.08% 225
2024
Q1 		$921K Sell
12,837
-6,730
-34% -$465K 0.07% 243
2023
Q4 		$1.37M Buy
19,567
+1,352
+7% +$92.8K 0.1% 213
2023
Q3 		$1.18M Buy
18,215
+2,148
+13% +$149K 0.1% 217
2023
Q2 		$1.13M Sell
16,067
-85
-0.5% -$6.1K 0.1% 218
2023
Q1 		$1.12M Sell
16,152
-711
-4% -$47.9K 0.1% 211
2022
Q4 		$1.2M Sell
16,863
-9,471
-36% -$633K 0.12% 187
2022
Q3 		$1.78M Buy
26,334
+175
+0.7% +$13.3K 0.1% 202
2022
Q2 		$1.86M Sell
26,159
-532
-2% -$39.1K 0.11% 194
2022
Q1 		$1.94M Buy
26,691
+18,080
+210% +$1.22M 0.09% 210
2021
Q4 		$589K Buy
+8,611
New +$549K 0.06% 294
2021
Q2 		$969K Buy
16,028
+7,056
+79% +$451K 0.1% 212
2021
Q1 		$558K Buy
8,972
+616
+7% +$36.9K 0.08% 259
2020
Q4 		$513K Buy
8,356
+786
+10% +$47.3K 0.08% 249
2020
Q3 		$411K Buy
7,570
+28
+0.4% +$1.5K 0.07% 274
2020
Q2 		$397K Sell
7,542
-105
-1% -$5.84K 0.07% 263
2020
Q1 		$414K Sell
7,647
-139,140
-95% -$8.81M 0.1% 211
2019
Q4 		$9.1M Buy
146,787
+140,818
+2,359% +$8.73M 1.38% 18
2019
Q3 		$367K Sell
5,969
-274,917
-98% -$15.9M 0.08% 256
2019
Q2 		$14.4M Buy
280,886
+275,053
+4,715% +$14.7M 1.89% 14
2019
Q1 		$307K Buy
5,833
+193
+3% +$9.46K 0.07% 284
2018
Q4 		$259K Buy
+5,640
New +$256K 0.07% 277

Other funds holding SO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Western Wealth Management's SO Position: Q3 2026 in Review

Western Wealth Management reduced its Southern Company (SO) stake by 38% in Q3 2026, selling an estimated $805K and leaving 14,652 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #421.

Western Wealth Management first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.4M in Q2 2019. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Western Wealth Management held 14,652 shares of Southern Company worth $1.21M as of Q3 2026.
  • Western Wealth Management sold 8,833 Southern Company shares in Q3 2026, an estimated $805K.
  • Southern Company made up 0.04% of Western Wealth Management's portfolio in Q3 2026, its #421 holding.
  • Western Wealth Management first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
  • Western Wealth Management's Southern Company position peaked at $14.4M in Q2 2019.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.