Allied Private Wealth’s Southern Company SO Stock Holding History

Allied Private Wealth’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	$292K	Buy	+3,029	New	+$285K	0.19%	94

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

Allied Private Wealth's SO Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Southern Company (SO) in Q2 2026: 3,029 shares worth $292K. The stake represents 0.19% of the portfolio and ranks #94 among its holdings.

2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Allied Private Wealth held 3,029 shares of Southern Company worth $292K as of Q2 2026.
Southern Company was a new Allied Private Wealth position in Q2 2026.
Southern Company made up 0.19% of Allied Private Wealth's portfolio in Q2 2026, its #94 holding.
2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.