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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Adapt Wealth Advisors's SO Position: Q1 2026 in Review

Adapt Wealth Advisors increased its Southern Company (SO) stake by 0.02% in Q1 2026, buying an estimated $370 and bringing the position to 18,833 shares worth $1.82M. The position accounts for 0.66% of the portfolio, ranked #30.

Adapt Wealth Advisors first reported a position in SO in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.87M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Adapt Wealth Advisors held 18,833 shares of Southern Company worth $1.82M as of Q1 2026.
Adapt Wealth Advisors bought 4 Southern Company shares in Q1 2026, an estimated $370.
Southern Company made up 0.66% of Adapt Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Adapt Wealth Advisors first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
Adapt Wealth Advisors's Southern Company position peaked at $1.87M in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.