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Xcel Wealth Management’s Southern Company SO Stock Holding History

Xcel 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 		$1.07M Buy
11,053
+847
+8% +$78.4K 0.3% 68
2025
Q4 		$890K Buy
10,206
+613
+6% +$56K 0.23% 77
2025
Q3 		$909K Buy
9,593
+347
+4% +$32.4K 0.24% 72
2025
Q2 		$849K Buy
9,246
+434
+5% +$39K 0.24% 72
2025
Q1 		$810K Buy
8,812
+36
+0.4% +$3.12K 0.25% 72
2024
Q4 		$722K Buy
8,776
+147
+2% +$12.9K 0.2% 73
2024
Q3 		$778K Sell
8,629
-849
-9% -$72.5K 0.23% 68
2024
Q2 		$735K Buy
9,478
+297
+3% +$22.5K 0.23% 68
2024
Q1 		$659K Buy
9,181
+2,113
+30% +$146K 0.21% 70
2023
Q4 		$496K Buy
7,068
+85
+1% +$5.84K 0.17% 79
2023
Q3 		$452K Sell
6,983
-352
-5% -$24.4K 0.18% 80
2023
Q2 		$515K Buy
7,335
+433
+6% +$31.1K 0.16% 87
2023
Q1 		$480K Buy
6,902
+625
+10% +$42.1K 0.17% 87
2022
Q4 		$448K Buy
6,277
+350
+6% +$23.4K 0.18% 85
2022
Q3 		$403K Sell
5,927
-175
-3% -$13.3K 0.15% 88
2022
Q2 		$435K Buy
6,102
+178
+3% +$13.1K 0.16% 83
2022
Q1 		$430K Buy
5,924
+150
+3% +$10.2K 0.12% 103
2021
Q4 		$396K Buy
5,774
+253
+5% +$16.1K 0.1% 116
2021
Q3 		$342K Buy
5,521
+491
+10% +$31.6K 0.1% 112
2021
Q2 		$304K Buy
5,030
+34
+0.7% +$2.17K 0.09% 121
2021
Q1 		$311K Buy
4,996
+484
+11% +$29K 0.11% 108
2020
Q4 		$277K Buy
4,512
+13
+0.3% +$782 0.12% 105
2020
Q3 		$243K Buy
4,499
+548
+14% +$29.3K 0.12% 98
2020
Q2 		$204K Buy
3,951
+71
+2% +$3.95K 0.13% 96
2020
Q1 		$210K Sell
3,880
-570
-13% -$36.1K 0.19% 75
2019
Q4 		$283K Buy
4,450
+11
+0.2% +$682 0.24% 61
2019
Q3 		$274K Sell
4,439
-2,989
-40% -$173K 0.25% 60
2019
Q2 		$410K Buy
7,428
+11
+0.1% +$589 0.4% 53
2019
Q1 		$383K Sell
7,417
-2,900
-28% -$142K 0.39% 53
2018
Q4 		$453K Buy
+10,317
New +$469K 0.55% 39

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

Xcel Wealth Management's SO Position: Q1 2026 in Review

Xcel Wealth Management increased its Southern Company (SO) stake by 8.3% in Q1 2026, buying an estimated $78.4K and bringing the position to 11,053 shares worth $1.07M. The position accounts for 0.3% of the portfolio, ranked #68.

Xcel Wealth Management first reported a position in SO in Q4 2018 and has held it in 30 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Xcel Wealth Management held 11,053 shares of Southern Company worth $1.07M as of Q1 2026.
  • Xcel Wealth Management bought 847 Southern Company shares in Q1 2026, an estimated $78.4K.
  • Southern Company made up 0.3% of Xcel Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Xcel Wealth Management first reported a position in Southern Company in Q4 2018 and has held it in 30 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.