Winnow Wealth’s Southern Company SO Stock Holding History

Winnow 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	–	Sell	-33	Closed	-$2.9K	–	482
2025 Q4	$2.9K	Sell	33 -1	-3%	-$91	﹤0.01%	333
2025 Q3	$3.23K	Buy	+34	New	+$3.17K	﹤0.01%	299
2025 Q2	–	Sell	-34	Closed	-$3.05K	–	597
2025 Q1	$3.05K	Buy	34 +12	+55%	+$1.04K	﹤0.01%	271
2024 Q4	$1.78K	Buy	+22	New	+$1.93K	﹤0.01%	282

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Winnow Wealth's SO Position: Q1 2026 in Review

Winnow Wealth sold out of Southern Company (SO) in Q1 2026, closing a stake of 33 shares — an estimated $2.9K sold.

Winnow Wealth first reported a position in SO in Q4 2024 and held it in 4 quarters. The position peaked at $3.23K in Q3 2025. 2,360 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Winnow Wealth reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 33 Southern Company shares in Q1 2026, an estimated $2.9K.
Winnow Wealth first reported a position in Southern Company in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Southern Company position peaked at $3.23K in Q3 2025.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.