Eagle Wealth Strategies’s Southern Company SO Stock Holding History

Eagle Wealth Strategies’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	$303K	Hold	3,166	–	–	0.12%	83
2026 Q1	$306K	Buy	3,166 +10	+0.3%	+$925	0.13%	76
2025 Q4	$275K	Sell	3,156 -12	-0.4%	-$1.1K	0.13%	84
2025 Q3	$300K	Buy	3,168 +12	+0.4%	+$1.12K	0.15%	74
2025 Q2	$290K	Hold	3,156	–	–	0.16%	72
2025 Q1	$290K	Sell	3,156 -238	-7%	-$20.6K	0.18%	67
2024 Q4	$279K	Hold	3,394	–	–	0.2%	77
2024 Q3	$306K	Hold	3,394	–	–	0.22%	68
2024 Q2	$263K	Hold	3,394	–	–	0.21%	73
2024 Q1	$241K	Hold	3,394	–	–	0.2%	81
2023 Q4	$238K	Buy	+3,394	New	+$233K	0.14%	82

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

Eagle Wealth Strategies's SO Position: Q2 2026 in Review

Eagle Wealth Strategies held its Southern Company (SO) position steady in Q2 2026 at 3,166 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #83.

Eagle Wealth Strategies first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $306K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Eagle Wealth Strategies held 3,166 shares of Southern Company worth $303K as of Q2 2026.
Eagle Wealth Strategies left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.12% of Eagle Wealth Strategies's portfolio in Q2 2026, its #83 holding.
Eagle Wealth Strategies first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Eagle Wealth Strategies's Southern Company position peaked at $306K in Q3 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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