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Windle Wealth’s Southern Company SO Stock Holding History

Windle Wealth’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 		$9.4M Buy
98,225
+2,907
+3% +$274K 3.78% 13
2026
Q1 		$9.2M Buy
95,318
+4,400
+5% +$407K 3.89% 15
2025
Q4 		$7.93M Sell
90,918
-340
-0.4% -$31K 3.55% 19
2025
Q3 		$8.65M Buy
91,258
+1,327
+1% +$124K 3.87% 10
2025
Q2 		$8.26M Buy
89,931
+1,037
+1% +$93.1K 4.04% 7
2025
Q1 		$8.17M Buy
88,894
+593
+0.7% +$51.3K 4.21% 12
2024
Q4 		$7.27M Buy
88,301
+1,642
+2% +$144K 4.02% 11
2024
Q3 		$7.81M Sell
86,659
-859
-1% -$73.4K 4.25% 9
2024
Q2 		$6.79M Sell
87,518
-2,673
-3% -$203K 4.14% 8
2024
Q1 		$6.47M Buy
90,191
+3,672
+4% +$253K 4.12% 11
2023
Q4 		$6.07M Sell
86,519
-1,373
-2% -$94.3K 4.25% 11
2023
Q3 		$5.69M Buy
87,892
+2,981
+4% +$207K 4.24% 13
2023
Q2 		$5.96M Buy
84,911
+449
+0.5% +$32.2K 4.31% 11
2023
Q1 		$5.88M Buy
84,462
+2,646
+3% +$178K 4.36% 13
2022
Q4 		$5.84M Buy
+81,816
New +$5.47M 4.56% 10

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Windle Wealth's SO Position: Q2 2026 in Review

Windle Wealth increased its Southern Company (SO) stake by 3% in Q2 2026, buying an estimated $274K and bringing the position to 98,225 shares worth $9.4M. The position accounts for 3.78% of the portfolio, ranked #13.

Windle Wealth first reported a position in SO in Q4 2022 and has held it in 15 quarters since. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Windle Wealth held 98,225 shares of Southern Company worth $9.4M as of Q2 2026.
  • Windle Wealth bought 2,907 Southern Company shares in Q2 2026, an estimated $274K.
  • Southern Company made up 3.78% of Windle Wealth's portfolio in Q2 2026, its #13 holding.
  • Windle Wealth first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Windle Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.