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Arkadios Wealth Advisors’s Southern Company SO Stock Holding History

Arkadios 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
Q2 		$20M Buy
208,779
+6,336
+3% +$597K 0.3% 68
2026
Q1 		$19.5M Buy
202,443
+48,273
+31% +$4.47M 0.32% 62
2025
Q4 		$13.4M Buy
154,170
+9,661
+7% +$882K 0.26% 77
2025
Q3 		$13.7M Buy
144,509
+15,043
+12% +$1.4M 0.33% 51
2025
Q2 		$11.9M Buy
129,466
+12,388
+11% +$1.11M 0.35% 43
2025
Q1 		$10.8M Buy
117,078
+8,070
+7% +$699K 0.41% 44
2024
Q4 		$8.97M Buy
109,008
+5,013
+5% +$440K 0.49% 34
2024
Q3 		$9.38M Sell
103,995
-3,562
-3% -$304K 0.53% 34
2024
Q2 		$8.34M Buy
107,557
+3,034
+3% +$230K 0.56% 31
2024
Q1 		$7.5M Buy
104,523
+1,902
+2% +$131K 0.58% 34
2023
Q4 		$7.2M Buy
102,621
+526
+0.5% +$36.1K 0.61% 33
2023
Q3 		$6.61M Buy
102,095
+37,054
+57% +$2.57M 0.63% 31
2023
Q2 		$4.57M Sell
65,041
-274
-0.4% -$19.6K 0.53% 39
2023
Q1 		$4.54M Buy
65,315
+2,296
+4% +$155K 0.54% 38
2022
Q4 		$4.5M Buy
63,019
+10,472
+20% +$700K 0.6% 37
2022
Q3 		$3.57M Buy
52,547
+7,977
+18% +$604K 0.54% 44
2022
Q2 		$3.18M Buy
44,570
+4,910
+12% +$361K 0.47% 50
2022
Q1 		$2.88M Buy
39,660
+14,462
+57% +$979K 0.38% 65
2021
Q4 		$1.73M Buy
25,198
+4,235
+20% +$270K 0.23% 103
2021
Q3 		$1.3M Buy
20,963
+7,949
+61% +$512K 0.19% 129
2021
Q2 		$787K Buy
13,014
+5,480
+73% +$350K 0.1% 244
2021
Q1 		$468K Buy
7,534
+1,432
+23% +$85.7K 0.08% 261
2020
Q4 		$374K Buy
6,102
+3,113
+104% +$187K 0.08% 228
2020
Q3 		$174K Buy
2,989
+235
+9% +$12.6K 0.09% 199
2020
Q2 		$148K Sell
2,754
-426
-13% -$23.7K 0.08% 200
2020
Q1 		$172K Buy
3,180
+441
+16% +$27.9K 0.11% 163
2019
Q4 		$190K Buy
+2,739
New +$170K 0.11% 157

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

Arkadios Wealth Advisors's SO Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Southern Company (SO) stake by 3.1% in Q2 2026, buying an estimated $597K and bringing the position to 208,779 shares worth $20M. The position accounts for 0.3% of the portfolio, ranked #68.

Arkadios Wealth Advisors first reported a position in SO in Q4 2019 and has held it in 27 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Arkadios Wealth Advisors held 208,779 shares of Southern Company worth $20M as of Q2 2026.
  • Arkadios Wealth Advisors bought 6,336 Southern Company shares in Q2 2026, an estimated $597K.
  • Southern Company made up 0.3% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Arkadios Wealth Advisors first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.