Oneascent Wealth Management LLC / SO
Oneascent Wealth Management LLC’s Southern Co Position
Does Oneascent Wealth Management LLC own Southern Co (SO)? Yes — 36.3K shares worth $4M (+1.16% of its 13F portfolio) as of Q1 2026, down from 37.4K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
36.3K
% of Portfolio
+1.16%
Quarters Held
17
currently held
Position History SO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 36.3K | $4M | +1.16% |
| Q4 2025 | 37.4K | $3M | +1.09% |
| Q3 2025 | 39.3K | $4M | +1.25% |
| Q2 2025 | 39.3K | $3,608 | +1.33% |
| Q1 2025 | 33.2K | $3,055 | +1.32% |
| Q4 2024 | 39.4K | $3,247 | +1.34% |
| Q3 2024 | 30.2K | $2,726 | +1.03% |
| Q1 2024 | 40.9K | $2,931 | +1.12% |
| Q4 2023 | 42.2K | $2,959 | +1.18% |
| Q3 2023 | 40.3K | $2,609 | +1.15% |
| Q1 2023 | 43.9K | $3,051 | +1.19% |
| Q4 2022 | 55.4K | $3,955 | +1.86% |
| Q3 2022 | 54.5K | $4M | +1.94% |
| Q2 2022 | 48.7K | $3M | +1.77% |
| Q1 2022 | 47.7K | $3M | +1.72% |
| Q1 2021 | 32.0K | $2M | +0.85% |
| Q4 2020 | 33.6K | $2M | +0.94% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oneascent Wealth Management LLC’s full portfolio or all institutional holders of SO.