Capital Advisors Wealth Management’s Southern Company SO Stock Holding History

Capital Advisors 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	$792K	Buy	8,278 +21	+0.3%	+$1.98K	0.09%	119
2026 Q1	$797K	Buy	8,257 +132	+2%	+$12.2K	0.11%	110
2025 Q4	$709K	Buy	8,125 +86	+1%	+$7.85K	0.1%	108
2025 Q3	$762K	Buy	8,039 +3,206	+66%	+$299K	0.11%	98
2025 Q2	$444K	Buy	4,833 +35	+0.7%	+$3.14K	0.07%	123
2025 Q1	$441K	Buy	4,798 +219	+5%	+$19K	0.08%	114
2024 Q4	$377K	Buy	4,579 +2,062	+82%	+$181K	0.07%	115
2024 Q3	$227K	Buy	+2,517	New	+$215K	0.04%	153

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Advisors Wealth Management's SO Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Southern Company (SO) stake by 0.25% in Q2 2026, buying an estimated $1.98K and bringing the position to 8,278 shares worth $792K. The position accounts for 0.09% of the portfolio, ranked #119.

Capital Advisors Wealth Management first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $797K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Capital Advisors Wealth Management held 8,278 shares of Southern Company worth $792K as of Q2 2026.
Capital Advisors Wealth Management bought 21 Southern Company shares in Q2 2026, an estimated $1.98K.
Southern Company made up 0.09% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #119 holding.
Capital Advisors Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Capital Advisors Wealth Management's Southern Company position peaked at $797K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.