Delos Wealth Advisors’s Southern Company SO Stock Holding History

Delos 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 Q1	–	Sell	-18	Closed	-$1.57K	–	304
2025 Q4	$1.57K	Hold	18	–	–	﹤0.01%	234
2025 Q3	$1.71K	Hold	18	–	–	﹤0.01%	246
2025 Q2	$1.65K	Buy	+18	New	+$1.62K	﹤0.01%	232
2024 Q3	–	Sell	-10	Closed	-$776	–	333
2024 Q2	$776	Hold	10	–	–	﹤0.01%	272
2024 Q1	$718	Sell	10 -8	-44%	-$552	﹤0.01%	281
2023 Q4	$1.26K	Hold	18	–	–	﹤0.01%	167
2023 Q3	$1.22K	Hold	18	–	–	﹤0.01%	206
2023 Q2	$1.26K	Hold	18	–	–	﹤0.01%	202
2023 Q1	$1.25K	Hold	18	–	–	﹤0.01%	206
2022 Q4	$1.28K	Hold	18	–	–	﹤0.01%	222
2022 Q3	$1K	Buy	+18	New	+$1.36K	﹤0.01%	271

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Delos Wealth Advisors's SO Position: Q1 2026 in Review

Delos Wealth Advisors sold out of Southern Company (SO) in Q1 2026, closing a stake of 18 shares — an estimated $1.57K sold.

Delos Wealth Advisors first reported a position in SO in Q3 2022 and held it in 11 quarters. The position peaked at $1.71K in Q3 2025. 2,360 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Delos Wealth Advisors reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Delos Wealth Advisors sold 18 Southern Company shares in Q1 2026, an estimated $1.57K.
Delos Wealth Advisors first reported a position in Southern Company in Q3 2022 and held it in 11 quarters.
Delos Wealth Advisors's Southern Company position peaked at $1.71K in Q3 2025.
2,360 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.