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Advyzon Investment Management’s Southern Company SO Stock Holding History

Advyzon Investment 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 		$2.4M Buy
25,054
+311
+1% +$29.3K 0.17% 127
2026
Q1 		$2.39M Buy
24,743
+11,312
+84% +$1.05M 0.21% 109
2025
Q4 		$1.17M Buy
13,431
+217
+2% +$19.8K 0.14% 162
2025
Q3 		$1.25M Sell
13,214
-17,208
-57% -$1.61M 0.22% 107
2025
Q2 		$2.79M Buy
30,422
+27,610
+982% +$2.48M 0.62% 36
2025
Q1 		$259K Sell
2,812
-98
-3% -$8.48K 0.09% 213
2024
Q4 		$240K Buy
+2,910
New +$255K 0.09% 200

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's SO Position: Q2 2026 in Review

Advyzon Investment Management increased its Southern Company (SO) stake by 1.3% in Q2 2026, buying an estimated $29.3K and bringing the position to 25,054 shares worth $2.4M. The position accounts for 0.17% of the portfolio, ranked #127.

Advyzon Investment Management first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.79M in Q2 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Advyzon Investment Management held 25,054 shares of Southern Company worth $2.4M as of Q2 2026.
  • Advyzon Investment Management bought 311 Southern Company shares in Q2 2026, an estimated $29.3K.
  • Southern Company made up 0.17% of Advyzon Investment Management's portfolio in Q2 2026, its #127 holding.
  • Advyzon Investment Management first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's Southern Company position peaked at $2.79M in Q2 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.