Wright Wealth’s Southern Company SO Stock Holding History

Wright 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	-4,721	Closed	-$412K	–	61
2025 Q4	$412K	Buy	+4,721	New	+$431K	0.27%	40

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

Wright Wealth's SO Position: Q1 2026 in Review

Wright Wealth sold out of Southern Company (SO) in Q1 2026, closing a stake of 4,721 shares — an estimated $412K sold.

Wright Wealth first reported a position in SO in Q4 2025 and held it in 1 quarter. The position peaked at $412K in Q4 2025. 2,360 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Wright Wealth reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Wright Wealth sold 4,721 Southern Company shares in Q1 2026, an estimated $412K.
Wright Wealth first reported a position in Southern Company in Q4 2025 and held it in 1 quarter.
Wright Wealth's Southern Company position peaked at $412K in Q4 2025.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Wright Wealth's 13F filing for Q1 2026, filed 15 May 2026.