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CWS Financial Advisors’s Southern Company SO Stock Holding History

CWS Financial 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 		$1.72M Buy
18,002
+955
+6% +$89.9K 0.38% 39
2026
Q1 		$1.65M Buy
17,047
+1,140
+7% +$105K 0.42% 38
2025
Q4 		$1.39M Buy
15,907
+1,634
+11% +$149K 0.38% 42
2025
Q3 		$1.35M Buy
14,273
+860
+6% +$80.3K 0.38% 40
2025
Q2 		$1.23M Buy
13,413
+1,458
+12% +$131K 0.36% 39
2025
Q1 		$1.1M Buy
11,955
+28
+0.2% +$2.42K 0.35% 40
2024
Q4 		$982K Buy
11,927
+61
+0.5% +$5.35K 0.32% 40
2024
Q3 		$1.07M Buy
11,866
+871
+8% +$74.4K 0.38% 29
2024
Q2 		$853K Buy
10,995
+1,372
+14% +$104K 0.34% 33
2024
Q1 		$690K Sell
9,623
-11,020
-53% -$761K 0.28% 36
2023
Q4 		$1.45M Buy
20,643
+527
+3% +$36.2K 0.54% 23
2023
Q3 		$1.3M Sell
20,116
-237
-1% -$16.4K 0.52% 25
2023
Q2 		$1.43M Sell
20,353
-1,982
-9% -$142K 0.54% 24
2023
Q1 		$1.55M Sell
22,335
-477
-2% -$32.1K 0.62% 22
2022
Q4 		$1.42M Sell
22,812
-773
-3% -$51.7K 0.61% 17
2022
Q3 		$1.6M Buy
23,585
+12
+0.1% +$909 0.77% 21
2022
Q2 		$1.68M Sell
23,573
-750
-3% -$55.1K 0.77% 21
2022
Q1 		$1.76M Buy
24,323
+1,126
+5% +$76.3K 0.67% 19
2021
Q4 		$1.59M Buy
+23,197
New +$1.48M 0.56% 23
2021
Q2 		$1.4M Buy
23,122
+310
+1% +$19.8K 0.56% 20
2021
Q1 		$1.42M Buy
22,812
+188
+0.8% +$11.3K 0.61% 17
2020
Q4 		$1.39M Buy
22,624
+73
+0.3% +$4.39K 0.81% 13
2020
Q3 		$1.22M Sell
22,551
-2,024
-8% -$108K 0.81% 13
2020
Q2 		$1.27M Buy
24,575
+3,489
+17% +$194K 0.92% 13
2020
Q1 		$1.34M Hold
21,086
– – 0.99% 11
2019
Q4 		$1.34M Buy
+21,086
New +$1.31M 0.98% 13

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

CWS Financial Advisors's SO Position: Q2 2026 in Review

CWS Financial Advisors increased its Southern Company (SO) stake by 5.6% in Q2 2026, buying an estimated $89.9K and bringing the position to 18,002 shares worth $1.72M. The position accounts for 0.38% of the portfolio, ranked #39.

CWS Financial Advisors first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.76M in Q1 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CWS Financial Advisors held 18,002 shares of Southern Company worth $1.72M as of Q2 2026.
  • CWS Financial Advisors bought 955 Southern Company shares in Q2 2026, an estimated $89.9K.
  • Southern Company made up 0.38% of CWS Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • CWS Financial Advisors first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • CWS Financial Advisors's Southern Company position peaked at $1.76M in Q1 2022.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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