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Avantax Advisory Services’s Southern Company SO Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$9.33M Buy
101,609
+2,486
+3% +$223K 0.05% 284
2025
Q1 		$9.11M Buy
99,123
+1,134
+1% +$98.2K 0.06% 265
2024
Q4 		$8.07M Sell
97,989
-1,729
-2% -$152K 0.05% 275
2024
Q3 		$8.99M Buy
99,718
+2,011
+2% +$172K 0.06% 245
2024
Q2 		$7.58M Buy
97,707
+11,644
+14% +$882K 0.05% 268
2024
Q1 		$6.17M Sell
86,063
-2,280
-3% -$157K 0.05% 258
2023
Q4 		$6.19M Buy
88,343
+4,962
+6% +$341K 0.06% 239
2023
Q3 		$5.4M Buy
83,381
+207
+0.2% +$14.4K 0.06% 238
2023
Q2 		$5.84M Sell
83,174
-805
-1% -$57.7K 0.07% 215
2023
Q1 		$5.84M Sell
83,979
-2,831
-3% -$191K 0.07% 216
2022
Q4 		$6.2M Buy
86,810
+7,175
+9% +$480K 0.08% 188
2022
Q3 		$5.42M Buy
79,635
+1,628
+2% +$123K 0.08% 185
2022
Q2 		$5.56M Buy
78,007
+16,261
+26% +$1.19M 0.08% 178
2022
Q1 		$4.48M Buy
61,746
+3,749
+6% +$254K 0.06% 225
2021
Q4 		$3.98M Buy
57,997
+1,135
+2% +$72.4K 0.06% 236
2021
Q3 		$3.52M Sell
56,862
-771
-1% -$49.6K 0.06% 236
2021
Q2 		$3.48M Buy
57,633
+6,783
+13% +$434K 0.06% 230
2021
Q1 		$3.16M Buy
50,850
+4,843
+11% +$290K 0.07% 212
2020
Q4 		$2.83M Sell
46,007
-100,481
-69% -$6.04M 0.07% 205
2020
Q3 		$7.95M Buy
146,488
+104,510
+249% +$5.59M 0.13% 133
2020
Q2 		$2.18M Sell
41,978
-23,477
-36% -$1.31M 0.06% 206
2020
Q1 		$3.54M Buy
65,455
+799
+1% +$50.6K 0.11% 132
2019
Q4 		$4.12M Buy
64,656
+11,729
+22% +$727K 0.1% 133
2019
Q3 		$3.27M Buy
52,927
+2,918
+6% +$169K 0.13% 83
2019
Q2 		$2.76M Buy
50,009
+8,571
+21% +$459K 0.12% 85
2019
Q1 		$2.14M Buy
41,438
+17,235
+71% +$845K 0.11% 97
2018
Q4 		$1.06M Buy
+24,203
New +$1.1M 0.18% 124

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avantax Advisory Services's SO Position: Q2 2025 in Review

Avantax Advisory Services increased its Southern Company (SO) stake by 2.5% in Q2 2025, buying an estimated $223K and bringing the position to 101,609 shares worth $9.33M. The position accounts for 0.05% of the portfolio, ranked #284.

Avantax Advisory Services first reported a position in SO in Q4 2018 and has held it in 27 quarters since. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

  • Avantax Advisory Services held 101,609 shares of Southern Company worth $9.33M as of Q2 2025.
  • Avantax Advisory Services bought 2,486 Southern Company shares in Q2 2025, an estimated $223K.
  • Southern Company made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #284 holding.
  • Avantax Advisory Services first reported a position in Southern Company in Q4 2018 and has held it in 27 quarters since.
  • 2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.