BRWA
SO icon

B. Riley Wealth Advisors’s Southern Company SO Stock Holding History

B. Riley 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
2025
Q2 		– Sell
-30,659
Closed -$2.82M – 1335
2025
Q1 		$2.82M Buy
+30,659
New +$2.65M 0.08% 249

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

B. Riley Wealth Advisors's SO Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Southern Company (SO) stake by 0.76% in Q2 2026, selling an estimated $7.81K and leaving 10,899 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #300.

B. Riley Wealth Advisors first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.05M in Q3 2024. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • B. Riley Wealth Advisors held 10,899 shares of Southern Company worth $1.05M as of Q2 2026.
  • B. Riley Wealth Advisors sold 83 Southern Company shares in Q2 2026, an estimated $7.81K.
  • Southern Company made up 0.06% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #300 holding.
  • B. Riley Wealth Advisors first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • B. Riley Wealth Advisors's Southern Company position peaked at $7.05M in Q3 2024.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.