Adapt Wealth Advisors’s Southern Company SO Stock Holding History

Adapt Wealth 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	$1.73M	Sell	18,067 -766	-4%	-$72.1K	0.57%	31
2026 Q1	$1.82M	Buy	18,833 +4	+0%	+$370	0.66%	30
2025 Q4	$1.64M	Sell	18,829 -856	-4%	-$78.1K	0.56%	35
2025 Q3	$1.87M	Buy	19,685 +20	+0.1%	+$1.87K	0.69%	30
2025 Q2	$1.81M	Buy	19,665 +1,230	+7%	+$110K	0.81%	23
2025 Q1	$1.7M	Buy	18,435 +4	+0%	+$346	0.83%	23
2024 Q4	$1.52M	Buy	18,431 +4	+0%	+$351	0.75%	28
2024 Q3	$1.66M	Buy	18,427 +9,971	+118%	+$852K	0.89%	26
2024 Q2	$656K	Buy	8,456 +4,994	+144%	+$378K	0.41%	38
2024 Q1	$248K	Buy	+3,462	New	+$239K	0.18%	46

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Adapt Wealth Advisors reduced its Southern Company (SO) stake by 4.1% in Q2 2026, selling an estimated $72.1K and leaving 18,067 shares worth $1.73M. The position accounts for 0.57% of the portfolio, ranked #31.

Adapt Wealth Advisors first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.87M in Q3 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Adapt Wealth Advisors held 18,067 shares of Southern Company worth $1.73M as of Q2 2026.
Adapt Wealth Advisors sold 766 Southern Company shares in Q2 2026, an estimated $72.1K.
Southern Company made up 0.57% of Adapt Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Adapt Wealth Advisors first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
Adapt Wealth Advisors's Southern Company position peaked at $1.87M in Q3 2025.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.