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Whalen Wealth Management’s Southern Company SO Stock Holding History

Whalen 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
Q1 		$244K Buy
2,530
+2
+0.1% +$185 0.13% 167
2025
Q4 		$220K Buy
2,528
+22
+0.9% +$2.01K 0.12% 182
2025
Q3 		$237K Buy
2,506
+20
+0.8% +$1.87K 0.14% 159
2025
Q2 		$228K Buy
2,486
+21
+0.9% +$1.89K 0.14% 187
2025
Q1 		$227K Sell
2,465
-116
-4% -$10K 0.15% 113
2024
Q4 		$213K Buy
2,581
+21
+0.8% +$1.84K 0.15% 134
2024
Q3 		$231K Buy
+2,560
New +$219K 0.16% 102

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Whalen Wealth Management's SO Position: Q1 2026 in Review

Whalen Wealth Management increased its Southern Company (SO) stake by 0.08% in Q1 2026, buying an estimated $185 and bringing the position to 2,530 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #167.

Whalen Wealth Management first reported a position in SO in Q3 2024 and has held it in 7 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Whalen Wealth Management held 2,530 shares of Southern Company worth $244K as of Q1 2026.
  • Whalen Wealth Management bought 2 Southern Company shares in Q1 2026, an estimated $185.
  • Southern Company made up 0.13% of Whalen Wealth Management's portfolio in Q1 2026, its #167 holding.
  • Whalen Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.