AO
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Advisor OS’s Southern Company SO Stock Holding History

Advisor OS’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 		$1.9M Sell
19,895
-92
-0.5% -$8.66K 0.13% 124
2026
Q1 		$1.93M Buy
19,987
+836
+4% +$77.3K 0.14% 111
2025
Q4 		$1.67M Buy
19,151
+1,002
+6% +$91.5K 0.13% 108
2025
Q3 		$1.72M Buy
18,149
+276
+2% +$25.8K 0.15% 95
2025
Q2 		$1.64M Buy
17,873
+1,651
+10% +$148K 0.16% 94
2025
Q1 		$1.49M Buy
16,222
+243
+2% +$21K 0.17% 85
2024
Q4 		$1.32M Sell
15,979
-245
-2% -$21.5K 0.15% 102
2024
Q3 		$1.46M Buy
16,224
+1,792
+12% +$153K 0.15% 113
2024
Q2 		$1.12M Buy
14,432
+2,364
+20% +$179K 0.12% 146
2024
Q1 		$866K Buy
12,068
+3,829
+46% +$264K 0.1% 182
2023
Q4 		$578K Buy
8,239
+2,078
+34% +$143K 0.08% 201
2023
Q3 		$399K Sell
6,161
-7,504
-55% -$521K 0.06% 200
2023
Q2 		$960K Sell
13,665
-6,642
-33% -$476K 0.16% 132
2023
Q1 		$1.41M Sell
20,307
-499
-2% -$33.6K 0.34% 73
2022
Q4 		$1.49M Buy
20,806
+4,752
+30% +$318K 0.39% 60
2022
Q3 		$1.09M Buy
16,054
+821
+5% +$62.2K 0.33% 66
2022
Q2 		$1.09M Buy
15,233
+4,350
+40% +$319K 0.32% 69
2022
Q1 		$790K Buy
10,883
+3,325
+44% +$225K 0.23% 104
2021
Q4 		$519K Buy
7,558
+886
+13% +$56.5K 0.11% 162
2021
Q3 		$413K Buy
6,672
+909
+16% +$58.5K 0.09% 170
2021
Q2 		$349K Buy
+5,763
New +$369K 0.07% 176
2020
Q4 		– Sell
-4,103
Closed -$222K – 154
2020
Q3 		$222K Sell
4,103
-4,976
-55% -$266K 0.09% 98
2020
Q2 		$471K Buy
+9,079
New +$505K 0.28% 74

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

Advisor OS's SO Position: Q2 2026 in Review

Advisor OS reduced its Southern Company (SO) stake by 0.46% in Q2 2026, selling an estimated $8.66K and leaving 19,895 shares worth $1.9M. The position accounts for 0.13% of the portfolio, ranked #124.

Advisor OS first reported a position in SO in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.93M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Advisor OS held 19,895 shares of Southern Company worth $1.9M as of Q2 2026.
  • Advisor OS sold 92 Southern Company shares in Q2 2026, an estimated $8.66K.
  • Southern Company made up 0.13% of Advisor OS's portfolio in Q2 2026, its #124 holding.
  • Advisor OS first reported a position in Southern Company in Q2 2020 and has held it in 23 quarters since.
  • Advisor OS's Southern Company position peaked at $1.93M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.