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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Windle Wealth's SO Position: Q1 2026 in Review

Windle Wealth increased its Southern Company (SO) stake by 4.8% in Q1 2026, buying an estimated $407K and bringing the position to 95,318 shares worth $9.2M. The position accounts for 3.89% of the portfolio, ranked #15.

Windle Wealth first reported a position in SO in Q4 2022 and has held it in 14 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Windle Wealth held 95,318 shares of Southern Company worth $9.2M as of Q1 2026.
Windle Wealth bought 4,400 Southern Company shares in Q1 2026, an estimated $407K.
Southern Company made up 3.89% of Windle Wealth's portfolio in Q1 2026, its #15 holding.
Windle Wealth first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Windle Wealth's 13F filing for Q1 2026, filed 11 May 2026.