AWM
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Accurate Wealth Management’s Southern Company SO Stock Holding History

Accurate 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
Q2 		$2.27M Buy
23,699
+2,458
+12% +$231K 0.22% 108
2026
Q1 		$2.06M Buy
21,241
+1,417
+7% +$131K 0.25% 95
2025
Q4 		$1.72M Buy
19,824
+647
+3% +$59.1K 0.22% 115
2025
Q3 		$1.91M Sell
19,177
-9
-0% -$840 0.25% 97
2025
Q2 		$1.79M Buy
19,186
+388
+2% +$34.8K 0.27% 94
2025
Q1 		$1.69M Buy
18,798
+1,133
+6% +$98.1K 0.32% 79
2024
Q4 		$1.44M Buy
17,665
+280
+2% +$24.6K 0.28% 87
2024
Q3 		$1.58M Sell
17,385
-228
-1% -$19.5K 0.32% 81
2024
Q2 		$1.41M Buy
17,613
+853
+5% +$64.6K 0.34% 78
2024
Q1 		$1.21M Sell
16,760
-125
-0.7% -$8.63K 0.35% 76
2023
Q4 		$1.19M Buy
16,885
+90
+0.5% +$6.18K 0.37% 72
2023
Q3 		$1.13M Buy
16,795
+4,525
+37% +$314K 0.35% 71
2023
Q2 		$876K Buy
12,270
+338
+3% +$24.2K 0.27% 83
2023
Q1 		$860K Buy
11,932
+605
+5% +$40.7K 0.3% 79
2022
Q4 		$805K Buy
11,327
+3,525
+45% +$236K 0.3% 71
2022
Q3 		$568K Sell
7,802
-2,352
-23% -$178K 0.24% 81
2022
Q2 		$725K Buy
10,154
+7
+0.1% +$514 0.39% 56
2022
Q1 		$736K Buy
10,147
+792
+8% +$53.6K 0.33% 68
2021
Q4 		$626K Sell
9,355
-96
-1% -$6.12K 0.51% 53
2021
Q3 		$590K Buy
9,451
+1,367
+17% +$88K 0.51% 53
2021
Q2 		$489K Buy
+8,084
New +$517K 0.43% 58

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Accurate Wealth Management's SO Position: Q2 2026 in Review

Accurate Wealth Management increased its Southern Company (SO) stake by 12% in Q2 2026, buying an estimated $231K and bringing the position to 23,699 shares worth $2.27M. The position accounts for 0.22% of the portfolio, ranked #108.

Accurate Wealth Management first reported a position in SO in Q2 2021 and has held it in 21 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Accurate Wealth Management held 23,699 shares of Southern Company worth $2.27M as of Q2 2026.
  • Accurate Wealth Management bought 2,458 Southern Company shares in Q2 2026, an estimated $231K.
  • Southern Company made up 0.22% of Accurate Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Accurate Wealth Management first reported a position in Southern Company in Q2 2021 and has held it in 21 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.