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Avidian Wealth Enterprises’s Southern Company SO Stock Holding History

Avidian Wealth Enterprises’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 		$972K Buy
10,153
+2,210
+28% +$208K 0.03% 324
2026
Q1 		$767K Buy
7,943
+2,617
+49% +$242K 0.02% 340
2025
Q4 		$464K Sell
5,326
-308
-5% -$28.1K 0.02% 390
2025
Q3 		$534K Buy
5,634
+937
+20% +$87.5K 0.02% 355
2025
Q2 		$431K Buy
4,697
+106
+2% +$9.52K 0.02% 370
2025
Q1 		$422K Sell
4,591
-187
-4% -$16.2K 0.02% 343
2024
Q4 		$393K Sell
4,778
-2,476
-34% -$217K 0.02% 345
2024
Q3 		$654K Buy
7,254
+523
+8% +$44.7K 0.03% 252
2024
Q2 		$522K Buy
6,731
+500
+8% +$37.9K 0.02% 287
2024
Q1 		$447K Buy
6,231
+180
+3% +$12.4K 0.02% 281
2023
Q4 		$424K Buy
6,051
+3
+0% +$206 0.03% 287
2023
Q3 		$391K Buy
6,048
+719
+13% +$49.9K 0.03% 284
2023
Q2 		$374K Buy
5,329
+95
+2% +$6.81K 0.02% 309
2023
Q1 		$364K Buy
5,234
+341
+7% +$23K 0.02% 355
2022
Q4 		$349K Sell
4,893
-2,324
-32% -$155K 0.02% 334
2022
Q3 		$491K Buy
7,217
+119
+2% +$9.01K 0.04% 238
2022
Q2 		$506K Buy
7,098
+2,484
+54% +$182K 0.04% 266
2022
Q1 		$335K Buy
4,614
+666
+17% +$45.1K 0.02% 367
2021
Q4 		$271K Sell
3,948
-132
-3% -$8.41K 0.02% 428
2021
Q3 		$253K Buy
+4,080
New +$263K 0.02% 324

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

Avidian Wealth Enterprises's SO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Southern Company (SO) stake by 28% in Q2 2026, buying an estimated $208K and bringing the position to 10,153 shares worth $972K. The position accounts for 0.03% of the portfolio, ranked #324.

Avidian Wealth Enterprises first reported a position in SO in Q3 2021 and has held it in 20 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Avidian Wealth Enterprises held 10,153 shares of Southern Company worth $972K as of Q2 2026.
  • Avidian Wealth Enterprises bought 2,210 Southern Company shares in Q2 2026, an estimated $208K.
  • Southern Company made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #324 holding.
  • Avidian Wealth Enterprises first reported a position in Southern Company in Q3 2021 and has held it in 20 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.