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Axxcess Wealth Management’s Southern Company SO Stock Holding History

Axxcess Wealth Management’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 		$1.63M Buy
+16,985
New +$1.6M 0.03% 429
2026
Q1 		– Sell
-17,848
Closed -$1.56M – 904
2025
Q4 		$1.56M Buy
17,848
+962
+6% +$87.8K 0.03% 419
2025
Q3 		$1.6M Sell
16,886
-1,336
-7% -$125K 0.03% 362
2025
Q2 		$1.67M Sell
18,222
-783
-4% -$70.3K 0.04% 319
2025
Q1 		$1.75M Buy
19,005
+2,147
+13% +$186K 0.05% 283
2024
Q4 		$1.39M Sell
16,858
-606
-3% -$53.2K 0.03% 344
2024
Q3 		$1.57M Sell
17,464
-4,889
-22% -$418K 0.04% 313
2024
Q2 		$1.73M Buy
22,353
+4,411
+25% +$334K 0.05% 280
2024
Q1 		$1.29M Buy
17,942
+2,508
+16% +$173K 0.04% 326
2023
Q4 		$1.08M Sell
15,434
-1,224
-7% -$84.1K 0.03% 343
2023
Q3 		$1.08M Buy
16,658
+8,176
+96% +$567K 0.04% 307
2023
Q2 		$596K Buy
8,482
+1,975
+30% +$142K 0.04% 311
2023
Q1 		$453K Buy
6,507
+3,484
+115% +$235K 0.03% 394
2022
Q4 		$216K Sell
3,023
-12
-0.4% -$802 0.02% 537
2022
Q3 		$206K Sell
3,035
-11
-0.4% -$833 0.02% 497
2022
Q2 		$217K Sell
3,046
-97
-3% -$7.12K 0.02% 482
2022
Q1 		$228K Buy
+3,143
New +$213K 0.02% 544

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

Axxcess Wealth Management's SO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Southern Company (SO) in Q2 2026: 16,985 shares worth $1.63M. The stake represents 0.03% of the portfolio and ranks #429 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.75M in Q1 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Axxcess Wealth Management held 16,985 shares of Southern Company worth $1.63M as of Q2 2026.
  • Southern Company was a new Axxcess Wealth Management position in Q2 2026.
  • Southern Company made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #429 holding.
  • Axxcess Wealth Management first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
  • Axxcess Wealth Management's Southern Company position peaked at $1.75M in Q1 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.