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Ballew Advisors’s Southern Company SO Stock Holding History

Ballew 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
2026
Q2 		$563K Buy
5,748
+3
+0.1% +$282 0.29% 66
2026
Q1 		$561K Buy
5,745
+2
+0% +$185 0.32% 67
2025
Q4 		$503K Buy
5,743
+2
+0% +$183 0.28% 66
2025
Q3 		$572K Buy
5,741
+3
+0.1% +$280 0.32% 66
2025
Q2 		$525K Buy
5,738
+8
+0.1% +$719 0.31% 68
2025
Q1 		$515K Sell
5,730
-119
-2% -$10.3K 0.35% 65
2024
Q4 		$479K Buy
5,849
+8
+0.1% +$702 0.31% 65
2024
Q3 		$519K Sell
5,841
-644
-10% -$55K 0.35% 62
2024
Q2 		$519K Sell
6,485
-33
-0.5% -$2.5K 0.34% 64
2024
Q1 		$455K Buy
6,518
+17
+0.3% +$1.17K 0.31% 70
2023
Q4 		$457K Sell
6,501
-230
-3% -$15.8K 0.34% 64
2023
Q3 		$435K Buy
6,731
+16
+0.2% +$1.11K 0.36% 68
2023
Q2 		$475K Hold
6,715
– – 0.34% 70
2023
Q1 		$469K Sell
6,715
-374
-5% -$25.2K 0.34% 71
2022
Q4 		$499K Buy
7,089
+806
+13% +$53.9K 0.38% 61
2022
Q3 		$402K Buy
+6,283
New +$476K 0.36% 61
2018
Q4 		– Sell
-1,583
Closed -$71K – 386
2018
Q3 		$71K Buy
1,583
+14
+0.9% +$645 0.07% 134
2018
Q2 		$73K Buy
1,569
+16
+1% +$716 0.08% 127
2018
Q1 		$69K Buy
+1,553
New +$68.9K 0.06% 135

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

Ballew Advisors's SO Position: Q2 2026 in Review

Ballew Advisors increased its Southern Company (SO) stake by 0.05% in Q2 2026, buying an estimated $282 and bringing the position to 5,748 shares worth $563K. The position accounts for 0.29% of the portfolio, ranked #66.

Ballew Advisors first reported a position in SO in Q1 2018 and has held it in 19 quarters since. The position peaked at $572K in Q3 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ballew Advisors held 5,748 shares of Southern Company worth $563K as of Q2 2026.
  • Ballew Advisors bought 3 Southern Company shares in Q2 2026, an estimated $282.
  • Southern Company made up 0.29% of Ballew Advisors's portfolio in Q2 2026, its #66 holding.
  • Ballew Advisors first reported a position in Southern Company in Q1 2018 and has held it in 19 quarters since.
  • Ballew Advisors's Southern Company position peaked at $572K in Q3 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.