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Williams Jones Wealth Management’s Southern Company SO Stock Holding History

Williams Jones 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 		$226K Sell
2,337
-88
-4% -$8.14K ﹤0.01% 459
2025
Q4 		$211K Sell
2,425
-353
-13% -$32.2K ﹤0.01% 470
2025
Q3 		$263K Hold
2,778
– – ﹤0.01% 434
2025
Q2 		$255K Sell
2,778
-50
-2% -$4.49K ﹤0.01% 441
2025
Q1 		$260K Sell
2,828
-625
-18% -$54.1K ﹤0.01% 425
2024
Q4 		$284K Buy
3,453
+625
+22% +$54.8K ﹤0.01% 417
2024
Q3 		$255K Sell
2,828
-738
-21% -$63K ﹤0.01% 453
2024
Q2 		$277K Sell
3,566
-1,200
-25% -$90.9K ﹤0.01% 429
2024
Q1 		$342K Sell
4,766
-84
-2% -$5.8K ﹤0.01% 415
2023
Q4 		$340K Buy
4,850
+450
+10% +$30.9K ﹤0.01% 405
2023
Q3 		$285K Hold
4,400
– – ﹤0.01% 425
2023
Q2 		$309K Sell
4,400
-66
-1% -$4.73K ﹤0.01% 421
2023
Q1 		$311K Sell
4,466
-469
-10% -$31.6K ﹤0.01% 438
2022
Q4 		$352K Buy
4,935
+14
+0.3% +$936 0.01% 416
2022
Q3 		$335K Buy
4,921
+300
+6% +$22.7K 0.01% 426
2022
Q2 		$330K Buy
4,621
+39
+0.9% +$2.86K 0.01% 439
2022
Q1 		$332K Sell
4,582
-500
-10% -$33.9K ﹤0.01% 404
2021
Q4 		$349K Sell
5,082
-330
-6% -$21K ﹤0.01% 375
2021
Q3 		$335K Buy
5,412
+279
+5% +$18K ﹤0.01% 380
2021
Q2 		$311K Sell
5,133
-472
-8% -$30.2K ﹤0.01% 398
2021
Q1 		$348K Sell
5,605
-1,122
-17% -$67.2K 0.01% 361
2020
Q4 		$413K Hold
6,727
– – 0.01% 315
2020
Q3 		$365K Buy
6,727
+448
+7% +$23.9K 0.01% 307
2020
Q2 		$326K Sell
6,279
-70
-1% -$3.89K 0.01% 311
2020
Q1 		$344K Hold
6,349
– – 0.01% 277
2019
Q4 		$404K Sell
6,349
-32
-0.5% -$1.98K 0.01% 315
2019
Q3 		$394K Buy
+6,381
New +$370K 0.01% 301

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

Williams Jones Wealth Management's SO Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Southern Company (SO) stake by 3.6% in Q1 2026, selling an estimated $8.14K and leaving 2,337 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Williams Jones Wealth Management first reported a position in SO in Q3 2019 and has held it in 27 quarters since. The position peaked at $413K in Q4 2020. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Williams Jones Wealth Management held 2,337 shares of Southern Company worth $226K as of Q1 2026.
  • Williams Jones Wealth Management sold 88 Southern Company shares in Q1 2026, an estimated $8.14K.
  • Southern Company made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #459 holding.
  • Williams Jones Wealth Management first reported a position in Southern Company in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Southern Company position peaked at $413K in Q4 2020.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.