Carolina Wealth Advisors’s Southern Company SO Stock Holding History

Carolina 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	$7.75K	Hold	81	–	–	﹤0.01%	207
2026 Q1	$7.82K	Hold	81	–	–	﹤0.01%	196
2025 Q4	$7.06K	Hold	81	–	–	﹤0.01%	188
2025 Q3	$7.68K	Hold	81	–	–	﹤0.01%	178
2025 Q2	$7.44K	Hold	81	–	–	﹤0.01%	159
2025 Q1	$7.45K	Hold	81	–	–	﹤0.01%	155
2024 Q4	$6.67K	Sell	81 -724	-90%	-$63.5K	﹤0.01%	168
2024 Q3	$72.6K	Buy	805 +211	+36%	+$18K	0.04%	90
2024 Q2	$46.1K	Hold	594	–	–	0.02%	99
2024 Q1	$42.6K	Hold	594	–	–	0.02%	108
2023 Q4	$41.7K	Hold	594	–	–	0.02%	118
2023 Q3	$38.4K	Hold	594	–	–	0.02%	129
2023 Q2	$41.7K	Buy	594 +92	+18%	+$6.6K	0.03%	110
2023 Q1	$34.9K	Hold	502	–	–	0.02%	118
2022 Q4	$36K	Hold	502	–	–	0.02%	110
2022 Q3	$34K	Hold	502	–	–	0.03%	109
2022 Q2	$36K	Hold	502	–	–	0.02%	126
2022 Q1	$36K	Hold	502	–	–	0.02%	134
2021 Q4	$34K	Hold	502	–	–	0.02%	148
2021 Q3	$31K	Hold	502	–	–	0.02%	143
2021 Q2	$30K	Hold	502	–	–	0.02%	147
2021 Q1	$31K	Hold	502	–	–	0.02%	152
2020 Q4	$31K	Hold	502	–	–	0.02%	98
2020 Q3	$27K	Hold	502	–	–	0.02%	85
2020 Q2	$26K	Hold	502	–	–	0.03%	77
2020 Q1	$27K	Hold	502	–	–	0.03%	63
2019 Q4	$32K	Buy	+502	New	+$31.1K	0.03%	77

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Carolina Wealth Advisors held its Southern Company (SO) position steady in Q2 2026 at 81 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Carolina Wealth Advisors first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $72.6K in Q3 2024. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Carolina Wealth Advisors held 81 shares of Southern Company worth $7.75K as of Q2 2026.
Carolina Wealth Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #207 holding.
Carolina Wealth Advisors first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
Carolina Wealth Advisors's Southern Company position peaked at $72.6K in Q3 2024.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.