4A
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4Wealth Advisors’s Southern Company SO Stock Holding History

4Wealth Advisors’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
Q2 		$462K Buy
4,778
+47
+1% +$4.42K 0.35% 82
2026
Q1 		$459K Buy
4,731
+534
+13% +$49.4K 0.39% 85
2025
Q4 		$366K Sell
4,197
-51
-1% -$4.66K 0.31% 103
2025
Q3 		$403K Buy
4,248
+265
+7% +$24.7K 0.36% 89
2025
Q2 		$366K Sell
3,983
-35
-0.9% -$3.14K 0.37% 89
2025
Q1 		$369K Sell
4,018
-214
-5% -$18.5K 0.4% 90
2024
Q4 		$348K Buy
+4,232
New +$371K 0.35% 97

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

4Wealth Advisors's SO Position: Q2 2026 in Review

4Wealth Advisors increased its Southern Company (SO) stake by 0.99% in Q2 2026, buying an estimated $4.42K and bringing the position to 4,778 shares worth $462K. The position accounts for 0.35% of the portfolio, ranked #82.

4Wealth Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • 4Wealth Advisors held 4,778 shares of Southern Company worth $462K as of Q2 2026.
  • 4Wealth Advisors bought 47 Southern Company shares in Q2 2026, an estimated $4.42K.
  • Southern Company made up 0.35% of 4Wealth Advisors's portfolio in Q2 2026, its #82 holding.
  • 4Wealth Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.