Centerpoint Advisors’s Southern Company SO Stock Holding History

Centerpoint 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	$40K	Hold	417	–	–	0.01%	184
2026 Q1	$40K	Hold	417	–	–	0.01%	164
2025 Q4	$36K	Sell	417 -8	-2%	-$730	0.01%	185
2025 Q3	$40K	Buy	425 +71	+20%	+$6.63K	0.01%	183
2025 Q2	$33K	Buy	354 +8	+2%	+$719	0.01%	181
2025 Q1	$32K	Hold	346	–	–	0.01%	191
2024 Q4	$28K	Hold	346	–	–	0.01%	222
2024 Q3	$31K	Hold	346	–	–	0.01%	220
2024 Q2	$27K	Hold	346	–	–	0.01%	226
2024 Q1	$25K	Hold	346	–	–	0.01%	221
2023 Q4	$24K	Sell	346 -16	-4%	-$1.1K	0.01%	209
2023 Q3	$23K	Buy	362 +346	+2,163%	+$24K	0.01%	211
2023 Q2	$1K	Hold	16	–	–	﹤0.01%	538
2023 Q1	$1K	Buy	+16	New	+$1.08K	﹤0.01%	533
2022 Q2	–	Sell	-67	Closed	-$5K	–	438
2022 Q1	$5K	Sell	67 -133	-67%	-$9.01K	﹤0.01%	273
2021 Q4	$14K	Buy	+200	New	+$12.8K	0.01%	200
2020 Q1	–	Sell	-304	Closed	-$19K	–	282
2019 Q4	$19K	Hold	304	–	–	0.01%	142
2019 Q3	$19K	Hold	304	–	–	0.02%	133
2019 Q2	$17K	Hold	304	–	–	0.01%	139
2019 Q1	$16K	Hold	304	–	–	0.01%	138
2018 Q4	$13K	Hold	304	–	–	0.01%	148
2018 Q3	$13K	Sell	304 -442	-59%	-$20.4K	0.01%	144
2018 Q2	$35K	Buy	746 +442	+145%	+$19.8K	0.03%	110
2018 Q1	$14K	Hold	304	–	–	0.01%	149
2017 Q4	$15K	Buy	+304	New	+$15.5K	0.01%	131

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

Centerpoint Advisors's SO Position: Q2 2026 in Review

Centerpoint Advisors held its Southern Company (SO) position steady in Q2 2026 at 417 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #184.

Centerpoint Advisors first reported a position in SO in Q4 2017 and has held it in 25 quarters since. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Centerpoint Advisors held 417 shares of Southern Company worth $40K as of Q2 2026.
Centerpoint Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #184 holding.
Centerpoint Advisors first reported a position in Southern Company in Q4 2017 and has held it in 25 quarters since.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.