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BlueChip Wealth Advisors’s Southern Company SO Stock Holding History

BlueChip 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
2026
Q2 		$1.16M Sell
12,157
-73
-0.6% -$6.87K 0.44% 43
2026
Q1 		$1.18M Sell
12,230
-130
-1% -$12K 0.52% 35
2025
Q4 		$1.08M Buy
12,360
+610
+5% +$55.7K 0.45% 43
2025
Q3 		$1.11M Buy
11,750
+126
+1% +$11.8K 0.48% 44
2025
Q2 		$1.07M Buy
11,624
+1,845
+19% +$166K 0.48% 45
2025
Q1 		$899K Buy
9,779
+125
+1% +$10.8K 0.44% 48
2024
Q4 		$795K Buy
9,654
+1,767
+22% +$155K 0.44% 48
2024
Q3 		$711K Sell
7,887
-1,637
-17% -$140K 0.37% 58
2024
Q2 		$739K Buy
9,524
+127
+1% +$9.62K 0.44% 54
2024
Q1 		$674K Sell
9,397
-1,474
-14% -$102K 0.43% 49
2023
Q4 		$762K Buy
+10,871
New +$747K 0.53% 45

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

BlueChip Wealth Advisors's SO Position: Q2 2026 in Review

BlueChip Wealth Advisors reduced its Southern Company (SO) stake by 0.6% in Q2 2026, selling an estimated $6.87K and leaving 12,157 shares worth $1.16M. The position accounts for 0.44% of the portfolio, ranked #43.

BlueChip Wealth Advisors first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • BlueChip Wealth Advisors held 12,157 shares of Southern Company worth $1.16M as of Q2 2026.
  • BlueChip Wealth Advisors sold 73 Southern Company shares in Q2 2026, an estimated $6.87K.
  • Southern Company made up 0.44% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • BlueChip Wealth Advisors first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • BlueChip Wealth Advisors's Southern Company position peaked at $1.18M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.