AWAU
SO icon

Alliance Wealth Advisors (Utah)’s Southern Company SO Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$234K Buy
+2,450
New +$231K 0.04% 216

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SO Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) opened a new position in Southern Company (SO) in Q2 2026: 2,450 shares worth $234K. The stake represents 0.04% of the portfolio and ranks #216 among its holdings.

696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 2,450 shares of Southern Company worth $234K as of Q2 2026.
  • Southern Company was a new Alliance Wealth Advisors (Utah) position in Q2 2026.
  • Southern Company made up 0.04% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #216 holding.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.