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Balboa Wealth Partners’s Southern Company SO Stock Holding History

Balboa Wealth Partners’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 		$1.08M Buy
11,301
+68
+0.6% +$6.4K 0.15% 118
2026
Q1 		$1.08M Buy
11,233
+52
+0.5% +$4.81K 0.18% 98
2025
Q4 		$975K Buy
11,181
+654
+6% +$59.7K 0.16% 99
2025
Q3 		$998K Sell
10,527
-232
-2% -$21.7K 0.17% 92
2025
Q2 		$988K Sell
10,759
-1,219
-10% -$109K 0.2% 94
2025
Q1 		$1.1M Buy
11,978
+63
+0.5% +$5.45K 0.27% 74
2024
Q4 		$981K Buy
11,915
+646
+6% +$56.7K 0.22% 79
2024
Q3 		$1.02M Buy
11,269
+203
+2% +$17.3K 0.25% 72
2024
Q2 		$858K Buy
11,066
+784
+8% +$59.4K 0.23% 82
2024
Q1 		$738K Buy
10,282
+1,051
+11% +$72.6K 0.22% 83
2023
Q4 		$647K Sell
9,231
-104
-1% -$7.14K 0.22% 90
2023
Q3 		$604K Sell
9,335
-279
-3% -$19.4K 0.23% 83
2023
Q2 		$675K Buy
9,614
+102
+1% +$7.32K 0.24% 78
2023
Q1 		$662K Buy
9,512
+38
+0.4% +$2.56K 0.25% 77
2022
Q4 		$677K Sell
9,474
-726
-7% -$48.5K 0.31% 79
2022
Q3 		$694K Buy
+10,200
New +$773K 0.31% 67

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

Balboa Wealth Partners's SO Position: Q2 2026 in Review

Balboa Wealth Partners increased its Southern Company (SO) stake by 0.61% in Q2 2026, buying an estimated $6.4K and bringing the position to 11,301 shares worth $1.08M. The position accounts for 0.15% of the portfolio, ranked #118.

Balboa Wealth Partners first reported a position in SO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.1M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Balboa Wealth Partners held 11,301 shares of Southern Company worth $1.08M as of Q2 2026.
  • Balboa Wealth Partners bought 68 Southern Company shares in Q2 2026, an estimated $6.4K.
  • Southern Company made up 0.15% of Balboa Wealth Partners's portfolio in Q2 2026, its #118 holding.
  • Balboa Wealth Partners first reported a position in Southern Company in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's Southern Company position peaked at $1.1M in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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