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Cerro Pacific Wealth Advisors’s Southern Company SO Stock Holding History

Cerro Pacific 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 		$965K Buy
10,083
+619
+7% +$58.3K 0.22% 76
2026
Q1 		$913K Buy
9,464
+904
+11% +$83.6K 0.24% 71
2025
Q4 		$746K Buy
8,560
+481
+6% +$43.9K 0.2% 82
2025
Q3 		$766K Sell
8,079
-1,391
-15% -$130K 0.21% 78
2025
Q2 		$870K Buy
9,470
+3,559
+60% +$320K 0.24% 75
2025
Q1 		$487K Buy
5,911
+822
+16% +$71.2K 0.16% 104
2024
Q4 		$459K Buy
+5,089
New +$446K 0.15% 104

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

Cerro Pacific Wealth Advisors's SO Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Southern Company (SO) stake by 6.5% in Q2 2026, buying an estimated $58.3K and bringing the position to 10,083 shares worth $965K. The position accounts for 0.22% of the portfolio, ranked #76.

Cerro Pacific Wealth Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 10,083 shares of Southern Company worth $965K as of Q2 2026.
  • Cerro Pacific Wealth Advisors bought 619 Southern Company shares in Q2 2026, an estimated $58.3K.
  • Southern Company made up 0.22% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.